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

What is the PCI Compliance Audit – And How to Pass

A PCI compliance audit tests your company’s card security practices to see if your clients’ information is safe. Find out what to expect and how to pass it.

By Amit Kothari
How to do a Project Status Report and What To Include [Free Checklist!]

How should you go about preparing a project status report? Use our free checklist to keep you on track and get some great tips to simplify your task.

By Amit Kothari
Project Risk Management: All You Need to Know

Project risk management is the practice of analyzing, evaluating, and responding to anything the threatens to derail your project.

By Amit Kothari
Responsibility Assignment (RACI) Matrix: A Comprehensive Guide

RACI matrix is a responsibility charting tool that specifies not only who is responsible for a given task, but also the role of each person involved in it.

By Amit Kothari
Business Process Outsourcing: Definition, Benefits & Guide

Business Process Outsourcing (BPO) is the outsourcing of a specific business function. Learn how it works with our comprehensive guide!

By Amit Kothari
Business Process Analysis: Definition, Techniques, and Examples

Business process analysis is an analysis method that helps to increase the efficiency and effectiveness of a process to better achieve its end goal.

By Amit Kothari
6 Fun Team Building Games That Your Employees Won’t Hate

Team building games can be a fun way to build workplace unity and help employees learn how to resolve conflict, work together, and boost employee morale.

By Amit Kothari
Voice of the Customer: Definition, Benefits and Tips

Discover how to capture customer voice and improve satisfaction. Learn key strategies for seamless customer engagement across touch points.

By Amit Kothari
How to Implement Project Onboarding & Why It Matters

Project onboarding gives new team members the opportunity to reach a common understanding about the project and the desired deliverables.

By Amit Kothari
Step-by-Step Guide to a Successful Project Kickoff

A project kickoff is, essentially, how you start your project - and it's an essential step in ensuring long-term success for the initiative.

By Amit Kothari
Business Process Modeling: Definition, Benefits and Techniques

Business process modeling is a visual representation of a company's operations, outlining its current procedures & providing a foundation for streamlining and optimization.

By Amit Kothari
SIPOC Diagram: Definition and Steps

SIPOC diagram (Suppliers, Inputs, Process, Outputs, and Customers) is a Six Sigma tool used for documenting business processes.

By Amit Kothari
Everything You Need to Know About ISO Audit

Nothing verifies your commitment to quality as credibly as your ISO audit and ISO certification. What do you need to know before you begin?

By Amit Kothari
Business Process Standardization (BPS): Definition, Benefits & How-to

Business process standardization means creating a "best-practice" way of carrying out a process and enforcing it as standard across the organization

By Amit Kothari
8 Most Important Six Sigma Tools to Help Drive Change

Six Sigma tools analyze and improve existing business processes. Over time, this will enhance the quality of a business’s products or services.

By Amit Kothari
The Ultimate Guide to Employee Onboarding Strategy [5+ tips]

The right employee onboarding strategy will significantly reduce employee turnover, saving your business 5-figure expenses.

By Amit Kothari
Picking The Right Digital Workflow Software: 5 Must-Have Features

Digital workflow software is software that tracks and measures your business processes, from onboarding new employees to collecting data.

By Amit Kothari
The Step-by-Step Guide to Facilitating Team Decision Making

Team decision making is effective because the variety of skills and perspectives can lead to something much greater than what one individual come up with.

By Amit Kothari
Top 10 Strategies for Successful Sales Management

Sales management involves leading the company sales team, generating higher profits and revenue, and hitting sales quotas.

By Amit Kothari
Business Process Optimization: Definition, How-To & Examples

Business Process Optimization is the re-evaluation & improvement of company processes as a means of increasing efficiency

By Amit Kothari
Business Process Design (BPD): What It Is And How It Works

Business Process Design means creating & structuring a new process or workflow from scratch, usually done with Business Process Mapping.

By Amit Kothari
Prosperworks vs Pipedrive – A Side By Side Comparison

Compare side by side Prosperworks vs Pipedrive. Analyze their features to select the best CRM software for your business.

By Amit Kothari
Pipedrive vs Salesforce – Best CRM to Manage Your Sales

Compare Pipedrive vs Salesforce. Analyze their features side by side to choose the best CRM software to manage your sales.

By Amit Kothari
Best To-Do App: Asana vs Wunderlist vs Todoist

Selecting the best task management application requires a side by side comparison of their features. Compare Asana vs. Wunderlist vs Todoist.

By Amit Kothari
Value Stream Mapping: Definition, Steps, and Examples

Value stream mapping is a tool you can use when looking at ways to implement lean manufacturing principles. Find out how to make and use value stream maps.

By Amit Kothari
Intelligent Automation: Definition and Examples

Discover how AI and automation revolutionize business processes for enhanced efficiency and decision-making.

By Amit Kothari
Step-By-Step Guide to Business Process Mapping

Business Process Mapping is an essential part of any process improvement strategy, so here is our step by step guide to doing it successfully.

By Amit Kothari
Business Process Improvement (BPI) – Definition, Steps & Methodologies

Business process improvement (BPI) is a methodology aimed at identifying weak processes & improving them, leading to higher organizational efficiency.

By Amit Kothari
What is a Workflow – a Beginners Guide [3+ Real-Life Examples]

A workflow is a series of sequential tasks that need to be completed in order to reach a certain goal, such as onboarding an employee, or approving documents.

By Amit Kothari
What is a Business Process [2+ Practical Examples]

A business process is a series of steps or actions taken by a team or company in order to achieve some sort of business goal or objective.

By Amit Kothari
Professional Services Automation: Definition and Use-Cases

You can automate a production line, your accounting and inventory system, and more. But can professional services automation work for your business?

By Amit Kothari
Guide to Managing Regulatory Change [5+ Actionable Tips!]

Change is hard, especially when it comes top-down from the government. Learn the ins and outs of managing regulatory change with our guide!

By Amit Kothari
Top 7 Tips For New Employee Orientation

There’s more to employee orientation than you might think. Find out how to get your new staffer productive and engaged with Tallyfy.

By Amit Kothari
Step-By-Step Guide to the Employee Offboarding Process

An employee has resigned. What process should you follow to ensure a smooth employee offboarding process? Use this step-by-step process.

By Amit Kothari
How to Write a Project Proposal That’ll Get You Noticed

A project proposal will make or break your attempt to win a new client, so here’s your essential guide to getting to the top of the pile.

By Amit Kothari
What is a Project Charter: Definition and Examples

Unlock project success: Learn how a well-crafted charter sets the stage for smooth execution, clear goals, and stakeholder alignment.

By Amit Kothari
The Service Process: Definition and Types

Find out about the service process, what it is, and what types exist. Optimizing the service process could super-charge your business.

By Amit Kothari
The Order to Cash (O2C) Process: Definition and Best-Practices

Improving an order to cash process is well worth the effort -and it could be easier than you think. Find out what best practices you should be implementing

By Amit Kothari
Process Architecture: Definition and Examples

Process architecture is the hierarchal design of any sort of process systems - applying to fields such as computing, BPM, project management, etc.

By Amit Kothari