· Amit Kothari
· Workflow and BPM
How to create a business process map
Business Process Mapping is an essential part of any process improvement strategy, so here is our step by step guide to doing it successfully.
Tallyfy Blog
-
- · Amit Kothari · Workflow and BPM
What is a workflow? A beginner guide
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.
- · Amit Kothari · Process Improvement
Business Process - Definition, Steps and Examples
Defining a business process and providing business process examples with structured steps for any process improvement initiative
- · Amit Kothari · Workflow and BPM
Professional services automation: definition and use-cases
Professional services automation is what differentiates the good service-company from the OK. Using professional services automation (PSA) software, your company can make your interaction with the clients much smoother for both parties.
- · Amit Kothari · Project Management
Managing regulatory change - A guide with practical 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!
- · Amit Kothari · HR Management
Top 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.
- · Amit Kothari · HR Management
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.
- · Amit Kothari · Process Improvement
How to write a winning project proposal
A project proposal will make or break your attempt to win a new client, so here is your essential guide to getting to the top of the pile.
- · Amit Kothari · Project Management
What is a Project Charter? Definition & Examples of Project Charter
Unlock project success: Learn how a well-crafted charter sets the stage for smooth execution, clear goals, and stakeholder alignment.
- · Amit Kothari · Customer Success
Service Process: Definition and Types of Service Process
Find out about the service process, what it is, and what types exist. Optimizing the service process could super-charge your business.
- · Amit Kothari · Finance Workflows
The Order to Cash (O2C) process: definition and best practices
The Order to Cash process covers every step from order placement to payment receipt. Learn how to streamline both the order management and bill-to-cash processes, identify common pitfalls causing delays and errors, and apply best practices to reduce lead times and improve cash flow for your business.
- · Amit Kothari · Process Improvement
Process Architecture: Definition and Examples
Even a simple hot dog vendor manages purchasing, quality standards, hygiene, inventory, and change-making processes that all support the core activity. Without understanding full process architecture, businesses waste inputs, energy, time, and space on unnecessary steps that directly erode profits. Benefits include full overview of activities, simplification opportunities, cost cutting, faster response times, automation identification, easier training, and strategic insights.
- · Amit Kothari · Project Management
Project Portfolio Management (PPM) - Master Best Practices
Maximize project value and strategic alignment with effective portfolio management. Learn key steps and best practices.
- · Amit Kothari · Customer Success
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.
- · Amit Kothari · Process Improvement
What is process documentation (and how to do it)
Process documentation creates flowcharts showing exact steps needed to carry out a business process. This systematic approach helps companies train employees, identify inefficiencies, and enable continuous improvement. Unlike undocumented workflows where knowledge exists only in peoples heads, process documentation ensures consistency and preserves institutional knowledge across the organization.
- · Amit Kothari · Project Management
All 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.
- · Amit Kothari · Finance Workflows
What is operational risk management - definition and core concepts
Operational Risk Management is a methodology for identifying, assessing, measuring, and mitigating business risks. Learn the three levels of ORM, the four key stages from risk identification to monitoring, and the benefits of implementing a comprehensive risk management strategy. Discover how to protect your organization from operational failures.
- · Amit Kothari · Workflow and BPM
How to pick the best BPM solutions [5 must-have features]
BPM solutions digitize and automate your business processes, eliminating email chaos and manual task tracking. Modern cloud-based tools offer instant setup, transparent pricing, and intuitive interfaces, contrasting sharply with traditional enterprise solutions that require months of implementation and expensive training.
- · Amit Kothari · Workflow and BPM
BPM vs workflow: what's the difference?
BPM and workflow management software share similar core features but differ dramatically in implementation. Traditional BPM requires months of setup and six-figure investments, while modern workflow management offers instant cloud-based registration and affordable per-user pricing that scales with your team.
- · Amit Kothari · Software Reviews
QuickBooks vs Xero: which accounting software is best?
Quickbooks vs Xero are both very popular accounting software. Learn which one is better for your business with our side-by-side comparison!
- · Amit Kothari · Customer Success
Why Hope is Not a Strategy for Effective Customer Onboarding
Discover how a strategic onboarding process can boost customer satisfaction, reduce churn, and drive long-term success for your business.
- · Amit Kothari · Customer Success
How to Use The 6 Stages of the Customer Buying Process
The customer buying process is the thought process your customers go through before they purchase your product or service.
- · Amit Kothari · Finance Workflows
The complete guide to the purchase order process
Purchase orders are not just bureaucratic paperwork. They create legally binding contracts between buyers and sellers, enable budgeting, manage expectations, and provide audit evidence. Discover the complete purchase order workflow from requisition to delivery, plus automation strategies to eliminate manual errors.
- · Amit Kothari · Project Management
What is a Change Request and How to Manage It Effectively
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.