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 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
Project Portfolio Management (PPM): Definition and How To

Maximize project value and strategic alignment with effective portfolio management. Learn key steps and best practices.

By Amit Kothari
The Omni-Channel Experience: Definition and 5 Examples

What is the omni-channel experience, and will it help your business to grow its profits? We look at its successes, perils, and pitfalls.

By Amit Kothari
What is Process Documentation (And How to Do it)

Process documentation is a step-by-step graph of a business process. It helps maintain consistency in the process across the organization.

By Amit Kothari
Everything You Need To Know About PERT in Project Management

Using PERT in project management offers businesses a visual analysis of the time required to complete a project.

By Amit Kothari
What is Operational Risk Management – Definition and Core Concepts

Operational risk management involves identifying and mitigating risks, allowing for smoother business operations with no interruptions.

By Amit Kothari
How to Pick the Best BPM Solutions [5 Must-Have Features]

Business Process Management (BPM) is defined as a way of constantly evaluating, improving, and automating processes. Through BPM Software (BPMS), processes can run digitally within one software tool. Choosing the right BPM solution, however, can be tricky.

By Amit Kothari
BPM vs Workflow: What’s the Difference?

BPM and workflow are so often used interchangeably - but they're not exactly the same thing. Learn what's the difference and which one's right for you!

By Amit Kothari
Best Accounting Software: QuickBooks vs Xero

Quickbooks vs Xero are both very popular accounting software. Learn which one's better for your business with our side-by-side comparison!

By Amit Kothari
Hope is Not a Strategy for Onboarding Customers

Discover how a strategic onboarding process can boost customer satisfaction, reduce churn, and drive long-term success for your business.

By Amit Kothari
The 6 Stages of the Customer Buying Process & How to Leverage Them

The customer buying process is the thought process your customers go through before they purchase your product or service.

By Amit Kothari
The Complete Guide to the Purchase Order Process

You may have heard of the purchase order process and even used it from time to time, but here’s everything you need to know about it.

By Amit Kothari
What is a Change Request and How to Manage It

A change request is a proposal to alter a product or system and it is often brought up by the client or another team member.

By Amit Kothari
Definition – What are Knowledge Workers?

Knowledge workers use and apply knowledge in a creative and innovative ways. These individuals often have a high level of education and experience.

By Amit Kothari
The Complete Guide to Team Building Activities [30+Ideas!]

Team building activities are essential for getting your employees to bond. Use these 60+ ideas to conduct team buildings that everyone will LOVE!

By Amit Kothari
Complete Guide to Business Process Improvement Tools [10+ Tools!]

Business process improvement tools can help you improve upon, automate and simplify any inefficient processes, which leads to lower expenses.

By Amit Kothari
How BPM Works and Leads to Business Growth

Understanding how BPM works and how it can enable business growth is essential for implementing it within your organisation.

By Amit Kothari
Top 5 Reasons Your Business Needs HR Workflow Software

Undecided about whether you need HR workflow software? Here are the five essential processes that you need to be automating right now.

By Amit Kothari
Latest Business Process Management Trends

BPM is more relevant today than ever. Learn about the business latest business process management trends and how they can help your business.

By Amit Kothari
Top Tips For Creating A Successful Team Charter

A well-defined team charter is essential to the success of any new or existing team, so here is what you need to include in yours.

By Amit Kothari
Best Task Automation Tool – Zapier vs IFTTT

Task automation tools are essential for any business today, helping cut costs & save time. The one thing you'll need to decide is picking Zapier vs IFTTT!

By Amit Kothari
Best Collaboration Software – Confluence vs Sharepoint

If you're looking for the best collaboration, you're probably stuck choosing between Confluence vs Sharepoint - and we're here to help pick the right one!

By Amit Kothari
Continuous Process Improvement (CPI): Definition and Techniques

Continuous process improvement (CIP) is the ongoing effort to improve product, services or processes through incremental or breakthrough changes.

By Amit Kothari
6+ Continuous Improvement Tools to Help Drive Growth

Continuous improvement tools are essential for identifying weaknesses in a process and figuring out possible changes or solutions.

By Amit Kothari
7 Basic Quality Tools for Process and Product Improvement

The 7 basic quality tools are graphical techniques used for troubleshooting issues related to product or process quality.

By Amit Kothari
New Employee Onboarding Process – Complete Guide [Bonus Checklist!]

Employee onboarding is the first interaction between the company and the employee. Use this checklist to make sure that it goes as well smooth as possible.

By Amit Kothari
Best Spreadsheet Software – Microsoft Excel vs Google Sheets

Discover which spreadsheet tool reigns supreme: Excel vs Google Sheets. Compare features, pricing, and use cases to find your perfect match.

By Amit Kothari
Best Flowchart Software – Lucidcharts vs Visio

Find the right graphing tool for your business needs with this comparison of Lucidcharts vs Visio - features, stats, and prices.

By Amit Kothari
How to Pick the Best Workflow Management System [Tips & Examples]

Workflow management system helps businesses improve routine processes by automating repetitive processes and following up on any uncompleted tasks. Learn everything you need to know about worfklow management systems for growing your business and automating your workflows.

By Amit Kothari