Amit Kothari

Amit is the CEO of Tallyfy. He's 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!

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Author Articles

5 Essential Steps to Improve Sales Lead Management

By understanding how to improve sales lead management, you're making the work of your sales team much easier, eventually resulting in higher profits.

By Amit Kothari
10 Steps to Increase Customer Retention

80% of the average company’s future profits will come from 20% of existing clients - so you really need to increase customer retention.

By Amit Kothari
What is a Prescriptive Sales Process And Why Use It?

Organizations realize that a lack of consistency indicates the lack of a sales process. This is where a prescriptive sales process comes in to guide sales.

By Amit Kothari
Tips to Improve Communications With Customers

Discover how to boost customer satisfaction and loyalty through effective communication strategies. Learn key tips for success!

By Amit Kothari
Top 7 Use-Cases of Customer Success Software

A company needs to retain their customer base while slowly adding to it with new customers. This is achieved through easy customer success software.

By Amit Kothari
How To Use Client Referral To Grow Your Business

To ignite referral growth - repeat clients are what you need. Such clients enable you to grow through a client referral and grow your business quickly.

By Amit Kothari
How to Automate Your Content Marketing Workflow [5 Easy Steps]

91% of B2B marketers are using content marketing. Unfortunately, only 42% feel that they are effective at it. You need a content marketing workflow tool.

By Amit Kothari
How to Succeed with Business Process Management for SMBs

Does business process management make you think of large corporates? You'll be surprised to learn that it's for small and medium-sized companies (SMB) too!

By Amit Kothari
Six Sigma Process – A Brief Introduction

A Six Sigma Process is a quality control program. When it was developed, its purpose was to reduce manufacturing defects and improve cycle time.

By Amit Kothari
Continuous Process Improvement – Secrets to Success

The consistent buzz about continuous process improvement has been present for more than three decades - to the point where it's becoming a background hum.

By Amit Kothari
Quality Assurance Operations – Make Workflow Seamless

Discover how quality assurance operations ensure consistent product excellence and customer satisfaction.

By Amit Kothari
Agile Process Management – A Brief Introduction

The truly exciting aspect of agile is that it has been expanded and can now apply to areas like agile process management for repeatable workflows.

By Amit Kothari
10 Steps to Launching a Successful Process Improvement Initiative

A successful process improvement initiative is the key to a company’s ability to maintain an edge over the competition - and here's how to achieve it.

By Amit Kothari
Why & How Use Content Publishing Workflow Software

Today, content is more important than ever - and by extension - so is content workflow software. Consider the benefits to your business in this article.

By Amit Kothari
Customer Loyalty – 5 Surprising Facts About its Importance

Customer loyalty is a key indicator of an company's success that every executive knows has a significant impact on the company’s bottom line.

By Amit Kothari
10 Reasons Why Customer Referrals Matter

It’s always easier when a friend or client recommends your products or services to someone else. This is one of the reasons why customer referrals matter.

By Amit Kothari
Checklist Manifesto – Summary & Key Points

Gawande published The Checklist Manifesto in 2009. The non-fiction book discussed how the medical and business world could benefit from checklists.

By Amit Kothari
More members onboarded and outcomes improved by 50%

VPOIDS uses Tallyfy's for member onboarding. Discover how it increased new member contribution by 50% through efficient & effective processes.

By Amit Kothari
The Process Collaboration Pair Makes Great Organizational DNA

Unlock the power of collaboration in business processes. Learn to embed teamwork for success.

By Amit Kothari
Task vs Project vs Process Management – Which Is Right For You?

Learn what's the difference between task vs project vs process management software, and which one is the right for your business.

By Amit Kothari
Outsourced service provider offers their clients visibility into service for the first time

See how Tallyfy's automation capabilities helped an accounting firm to provide their clients with a seamless and efficient experience.

By Amit Kothari
Tallyfy helps the Opera Theatre of St. Louis complete approvals 60% faster

Workflow software for Opera Theatre case study from Tallyfy. Learn how Tallyfy ensured their content approval checks and other processes are done accurately, consistently and on time.

By Amit Kothari
Policy Management: What Is It and Why Is It Important?

Policy management is an essential part of any large organization, as it sets a standard on how the business can operate at peak efficiency.

By Amit Kothari
How to Crowdsource Ideas for Process Improvement

Discover how to optimize your business processes for maximum efficiency and growth. Learn key strategies now.

By Amit Kothari
6 Ways to Improve Employee Adoption of Business Process Management Tools

Increase and improve employee adoption of business process management tools. Help your employees using these 6 simple steps.

By Amit Kothari
5 Ways to Reduce Waste and Build Lean Business Processes

Discover how to eliminate waste and streamline your business operations with these 5 proven strategies. Learn more.

By Amit Kothari
Maximizing Efficiency Through Multistep Approval Processes

Discover how multistep approval processes can revolutionize your workflow. Automate tasks, forms, and approvals.

By Amit Kothari
Using Adaptive Case Management for Customer Success

Adaptive case management means cross-department cooperation on the behalf of customer or client, in order to meet their needs and wants.

By Amit Kothari
Workflow vs Business Process Management – What’s the Difference?

Workflow vs Business Process Management - what's the difference, and which one's better for improving efficiency? Read on to find out...

By Amit Kothari
Improve Investment Compliance Through Process Management

Workflow and process management can be extremely helping as a means of managing investment compliance for hedge funds & other financial organizations.

By Amit Kothari
Essential Guide to Healthcare Process Management

Healthcare is an extremely complex industry - so it's no surprise that good healthcare process management is essential for success in the industry.

By Amit Kothari
Employee Onboarding – The Stakes Are High

Poor employee onboarding is a major contributor to the $37 billion that US and UK employees cost their organizations - annually.

By Amit Kothari
How to Optimize and Improve Insurance Workflows

The nature of business is changing. Competition and SaaS offerings are having a dramatic impact on insurance workflow in companies.

By Amit Kothari
The Complete Guide to Digital Transformation

Empower your business with digital transformation. Learn key strategies to drive innovation and growth.

By Amit Kothari
Service Design Software and Why You Need It

Service design software allows you to plan & organize your team, allowing you to deliver a much better customer experience.

By Amit Kothari
Customer Churn: Definition and 6 Ways to Reduce It

Customer churn is the percentage of customers that cut their subscription to your company within a certain time period. Here are 6 ways to reduce it!

By Amit Kothari
Client Management Software – Benefits & Use-Cases

Your client management software should be built on a repeatable process, yet flexible enough to adapt to specific client needs and situations.

By Amit Kothari