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

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
Picking the Best Online Form Builder: Top 6 Tools

From professional to personal use, there are a lot of form builders out there. Learn how to pick the best online form builder with our guide!

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 (Updated)

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 Project Management Software – Asana vs Basecamp

Asana vs Basecamp are both top notch project management software. Figure out which one is best for your business with this comparison guide.

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
Workflow vs Process: What’s the Difference?

"Workflow" and "process" are often used interchangeably. Is there even a difference between the two, and if so, what is it? In this article, we explain the meaning of each term and outline the minor details that put them apart.

By Amit Kothari
Definition – What is a Sales Cycle?

A sales cycle refers to a series of events that occur the moment a salesperson first engages with a prospect until the moment when the sale is made.

By Amit Kothari
The Essential Guide to Automating Content Publishing Workflow

A publishing workflow is the steps you'll have to take to get an article from an idea to a post. Learn how with this guide on the publishing workflow!

By Amit Kothari
How to Establish a Performance Improvement Plan

A performance improvement plan is a way for you to help your employee succeed by outlining clear performance metrics and a timeline for improvement.

By Amit Kothari
How to Effectively Scale Your Startup

When you scale your startup, you will need to grow the number of your clients and customers, while maintaining the quality of your product or service.

By Amit Kothari
Product Planning: Definition, Strategies and Examples

Product planning is the process of creating a product strategy that ranges from the idea conceptualization to product launch

By Amit Kothari
How to Choose the Right Six Sigma Consultant

Choosing the right Six Sigma consultant is not the easiest of tasks. Learn how to do it effectively by looking at their skills and backgrounds.

By Amit Kothari
Six Sigma Software: Definition, Types and Uses

Six Sigma Software can help you pinpoint and cut down on inefficient processes. Learn how different six sigma software works and what are their uses.

By Amit Kothari
Business Process Reengineering (BPR): Definition, Steps, Examples

Business Process Reengineering is a strategy that tears down and recreates business processes, with a goal to reduce manufacturing errors and expenses.

By Amit Kothari