Improve Efficiency With Business Process Integration

Amit Kothari

in Tallyfy Workflows and BPM

business process integration header

Every organization uses dozens of different software tools to manage their day-to-day work – and business process management (BPM) is simply one part of it.

To get most out of your BPM software, it needs to have integrations with the rest of your tools. Otherwise, you’ll never be able to fully automate or streamline your processes.

For old-school process management software, this can be extremely expensive and time-consuming. Your engineers would have to manually integrate the software with the rest of your tools.

The new wave of BPM tools, however, makes business process integration significantly easier. Most can be connected to your favorite SaaS tools without even needing to write a line of code.

What’s Business Process Integration?

Business process integration is the capability to integrate your BPM software with other systems.

This function is essential if you’re looking to get the most out of BPMS. Ideally, you’d want to automate or streamline your processes end-to-end, which is impossible with only one system.

You might want to, for example, kick off an onboarding process within your BPM software as soon as there’s a new client entry in the CRM.

There are 3 different types of business process integrations that make this possible…

  • Process Trigger – Event happening in a certain system triggers a process in your BPM, as with the onboarding example.
  • Pull – The data is automatically transferred from any given system to the BPM, allowing for participants in the process to make use of it.
  • Push – Transferring the data from the BPM to a different system. So for example, if the process in question is hiring, it could be the transfer of the successful candidate’s data to the HRM system.

No-Code Business Process Integration

If you wanted to integrate your Legacy BPM software with other systems, you’d have a very hard time.

You would actually have to hire a team of engineers to tie the different software tools together using APIs. For those without a tech background, this means that the engineers would have to put a lot of work & code to get this to work.

As a given, this can be both extremely expensive and time-consuming.

If you’re using one of the newer BPM solutions, though, there might be a workaround to this.

Business Process Management Software such as Tallyfy come with an integration with Zapier, which is a platform that connects all sorts of different apps together.

So, Instead of spending time and effort on creating integrations manually, you might want to pick a BPM provider that works with Zapier. This can especially come in handy if you’re using more than 2 systems since this makes business process integration significantly harder.

Instead of having to bother with connecting all those systems together, you just focus on making everything work through Zapier.

Tallyfy – No-Code BPM Software that Supports Process Integration

Tallyfy is one of the best up-and-coming process management solutions.

The software comes with integration to Zapier, making it significantly easier to connect all of your different systems.

In addition to that, Tallyfy comes with a handful of new features that makes it stand out from your average Legacy BPM software…

  • No-Code Platform – The older BPM software is known for being extremely hard to use. You need specialists to set up & configure your processes, as well as provide special training for your employees to be able to work with the system. Tallyfy is built with simplicity in mind. Just about everyone in your organization can create and work with processes.
  • Cloud-Based – On-site software takes a lot of engineering power to set up. You’d need a specialized team who’d spend a lot of time making BPM work for you. This, as a given, can be expensive and time-consuming. On the other hand, since Tallyfy is based on the cloud, all it takes to start working is a quick registration.

So, if you’re looking to adopt business process management within your organization, give Tallyfy a try. It’s free to start!

Run your operations on auto-pilot

Document, launch and improve your playbooks, know-how, SOP's and forms in one place. Tallyfy frees you from worrying about the details.

  START TALLYFYING NOW  

Automate and scale your custom process in small or large teams

Turn ad-hoc chats, request forms and approvals into trackable processes that reduce your stress.

Marketing

  • Structure inbound creative requests
  • Collect campaign ideas from sales
  • QA for content publishing

Support

  • High touch client onboarding
  • Client feedback requests
  • Playbooks to triage common questions

Finance

  • Accounts receivable & payable
  • Purchase requests
  • Collect monthly data from teams

HR

  • Self-service orientation for new employees
  • Incoming resource requests
  • Reimbursement and promotion requests

R&D

  • Organize incoming issues and ideas
  • Quality assurance
  • Product release processes

IT

  • Triage requests to run custom playbooks
  • Add micro-RPA to people-driven processes
  • Consistent vendor and security checklists

Sales

  • Lead qualification
  • Automate contractuals and closes
  • Document and improve playbooks

Analysts

  • Crowdsource data labelling for AI/ML
  • Manage human-in-the-loop workflows
  • Deliver insights "as a service"

Operations

  • Transform SOP's into engaging experiences
  • Crowdsource all company know-how
  • Measure and improve company know-how

How much time can you win back with Tallyfy?

Time wasted per person

1 hour

Number of employees

100

$ wasted per day

-$4400

Annual Pricing (2 months free)Monthly Pricing


The easiest way to train your team and grow your business

$50 / member / year

10 members minimum

  • Document playbooks and how-to's
  • Supercharge training with zero-risk
  • Migrate your existing operations manual
  • Start a continuous improvement culture

Replaces

Flowcharts & Documents

Learn more

Len Gilbert

Digital Prism

“By documenting our processes we can now ensure that steps are not missed, there are fewer mistakes."

Help everyone track tasks and decisions

Ensure forms & tasks never slip through the cracks

$150 / member / year

8 members minimum

  • Don't just read procedures, run them
  • Digitize forms & approval tasks
  • Assign unlimited tasks to clients
  • Track the progress of many jobs

Replaces

Lightweight project tools

Learn more

Get predictable and scalable outcomes across teams

$300 / member / year

4 members minimum

  • Automate decisions with rules
  • Approval workflows & smart views
  • Custom branding & controls
  • Addons like analytics, SSO & more

Replaces

Complex workflow automation

Learn more

Tom Lewis

Cowork Inc.

"Tallyfy has given us time to focus on customer experience. We're confident nothing will get missed."

Anh Le

Opera Theatre of St. Louis

"We have immediate accountability and oversight. We're completing our approval workflows 60% faster."

Need integrations?

Connect 1300+ apps

What do others say?

See testimonials

How can I use it?

See use cases





Leave a Reply

Your email address will not be published. Required fields are marked *

We don't pay our customers to say nice things

They just do!