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

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
Definition – What is Six Sigma?

Six Sigma is a quality improvement framework that was designed to improve the customer experience by eliminating waste and reducing variation.

By Amit Kothari
Definition – What is Human In The Loop?

How Human In The Loop (HILC) data processing is essential to good practice in machine learning and business automation software development

By Amit Kothari
Definition – What is Process Consistency?

Process consistency is necessary for any business to succeed because it allows for measurement, proves you are reliable, and reinforces your message.

By Amit Kothari
Definition – What is Client Onboarding?

Client onboarding is the process for welcoming new clients into your business and ensuring they understand the services available to them.

By Amit Kothari
Definition – What is Customer Retention?

Boost retention with proven strategies. Learn how to keep customers coming back and grow your business sustainably.

By Amit Kothari
Definition – What is Nearshoring?

Nearshoring happens when an organization decides to transfer work to companies that are less expensive and geographically closer.

By Amit Kothari
Top 8+ Benefits of Business Process Management

Discover how BPM boosts efficiency, agility & competitiveness. Optimize processes for success.

By Amit Kothari
What is Workflow Automation?

Workflow automation is a created series of automated actions for the steps in a business process. It is about improving efficiency in business process.

By Amit Kothari
What to Include in Your Customer Win Report

Winning new customers can sometimes be a challenging. A customer win report helps your company track new customers that you’ve won and why you won them.

By Amit Kothari
Why Customer Tracking Software Is a Must for Your Business

When your business starts to grow - make sure that you’re keeping up with essential information about your customers with customer tracking software.

By Amit Kothari
Common Mistakes With Intelligent Business Process Management

Intelligent business process management takes data available for certain parts of your business and helps you analyze it for better business decisions.

By Amit Kothari
Top 10+ Features of the Right Audit Management Software

Discover how audit management software streamlines processes, boosts efficiency, and enhances oversight. Learn more!

By Amit Kothari
Risk Assessment Software Protects Your Company

Information risk assessment software helps your company create a periodic process to check for risks in the most sensitive areas where problems might arise.

By Amit Kothari
Conquering the Top 8 Customer Onboarding Issues

Companies should be aware of the potential problems and issues that can hinder customer onboarding - given that it's critical to retention and loyalty.

By Amit Kothari
Transforming the Customer Journey

Discover key elements for effective customer journey mapping and optimize experiences. Contact us to know more.

By Amit Kothari
First Impressions Are Everything to Customers

Your company's digital interface with potential customers typically occurs first - before they contact you. Customer first impressions are critical.

By Amit Kothari
Your Guide to Amaze Customers with Better First Impressions

Amaze customers with an awesome first impression - it's your key to growth and customer retention. You only get one chance to create customer amazement.

By Amit Kothari
Customer Implementation – Your Product Becoming a Habit

What happens once a customer has purchased your product? Will they feel buyer’s remorse? Customer implementation shows them that they made the right choice.

By Amit Kothari
The Biggest Gap Between Sales and Customer Success

Seamlessly bridge the gap between sales and customer success to ensure a smooth transition and exceptional client experience.

By Amit Kothari
Share your Customer Onboarding Process – With Your Customer

Develop a successful customer onboarding process by making it transparent and open to your customers. The benefits of sharing it are customer collaboration.

By Amit Kothari
Eliminate Waste with Approval Tracking Software

A quick blog post that highlights the headaches that manual approvals generate - which approval tracking software can eliminate.

By Amit Kothari
Some Common Accounts Payable Mistakes to Avoid

Discover the most common accounts payable mistakes and learn how to prevent them. Protect your business from late payments.

By Amit Kothari
5 Features Any Employee Onboarding Software Should Have

20% of employee turnover occurs within the first 45 days on the job. For a positive employee onboarding process - you need employee onboarding software.

By Amit Kothari
Some Common Problems With Accounts Receivable

Accounts receivable is the money that is owed to your company. This owed money mostly comes from goods and services that you’ve sold to your customers.

By Amit Kothari
Procure to Pay Issues and How to Solve Them

Your business needs supplies to thrive and grow. To get these items, you order them from other companies by running a procure to pay process.

By Amit Kothari
Customer Onboarding – Tips For Continuous Improvement

Better customer onboarding creates a first impression that every business should aim to make with its customers - one that explodes and creates referrals.

By Amit Kothari
Three Requirements for Managing Disruptive Innovation

Discover how disruptive innovation transforms markets and creates new business models. Visit this page to learn more.

By Amit Kothari
The Future of Artificial Intelligence Is Coaching – Not Crutches

Discover how AI is reshaping industries and society. Learn about the risks and opportunities of this transformative technology.

By Amit Kothari
Designing a Sales Process Using Task Management Software

Discover how to design an effective sales process using task management software. Optimize with Tallyfy's automation.

By Amit Kothari
Case Management Software – How Can It Help You?

Even if you’re running a small business - it’s a good idea to get case management software and start using it - before your business starts growing.

By Amit Kothari
Customer Success Management – The Psychology and Implementation of Customer Champions

Unlock customer success: Proactive strategies to boost retention and maximize value. Learn how Tallyfy can help you.

By Amit Kothari
Top 5 Benefits of Automating Manual Processes

The benefits of automating manual processes for businesses is achieving operational efficiencies at higher quality - which formerly involved far more time.

By Amit Kothari
Pillars of an Effective Lead Management Process

The six pillars of an effective lead management process is vital to your marketing and sales efforts. Without them, you’re wasting time and losing revenue.

By Amit Kothari
Definition – What is Outsourcing?

Outsourcing an opportunity to minimize payroll expenses and decrease costs by hiring an outside contractor or agency to handle a certain business function.

By Amit Kothari
The benefits of mindfulness in the workplace

Mindfulness is the new buzzword when it comes to increasing productivity, emotional intelligence & reducing stress in the workplace.

By Amit Kothari
The Top Benefits of the Right Audit Compliance Software

Audit compliance software is constantly improving and using the right software for your business can improve your auditing processes and performance.

By Amit Kothari
The Importance of Effective Asset Risk Management

Effective asset risk management is essential. This relates not only to financial investments, but across all industries and all types of asset.

By Amit Kothari
The Benefits of Onboarding New Employees

One of the benefits of onboarding new employees is that it helps companies ensure that every employee feels more engaged and productive.

By Amit Kothari