How Corestream eliminated manual errors and accelerated growth with Tallyfy

What challenges were you facing before Tallyfy?

Like many growing companies, we had processes that lived in people’s heads. When things were small, that worked fine. But as we scaled, we started seeing the same problems over and over - manual errors, tasks falling through cracks, inconsistent execution. This pattern is remarkably common. In our conversations with founders and operations leaders at technology companies, we’ve heard this exact story dozens of times - one e-commerce company told us they couldn’t launch new products fast enough because their design-to-operations handoff was completely informal and bottleneck-prone.

Onboarding was particularly painful. Whether it was bringing on new team members or starting new client projects, we were constantly reinventing the wheel. Each time felt like starting from scratch because nothing was documented.

Corestream’s experience reflects a pattern we see across growing technology companies. Here is how Tallyfy’s workflow automation solution addresses these exact challenges:

How has Tallyfy changed your operations?

Tallyfy has been transformative for us. The biggest change is error reduction. When you have documented workflows with clear steps and assignments, the manual mistakes just disappear. People know exactly what they need to do and when.

The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.

Before, you would have conversations and send emails, but there was no single source of truth. Now everything lives in one place. Anyone can see where things stand without having to ask around.

What processes do you run through Tallyfy?

Onboarding has been the biggest win. Both employee onboarding and project onboarding now follow documented steps. New people can self-serve through the process without constant hand-holding. But what happens when the person who built those steps leaves the company? That’s where the real value kicks in. We also use it for processes that are critical as we grow - the kind of institutional knowledge that you can’t afford to lose. When someone leaves or changes roles, the process knowledge stays in the system. It doesn’t walk out the door with them. The steps, the context, the logic behind decisions - all of it is captured and available for whoever picks up the work next.

Example Procedure

Employee Onboarding

1HR - Set up payroll and send welcome email

2IT - Order equipment and set up workstation

3Office Manager - Prepare physical workspace

4IT - Create accounts and system access

5HR - Welcome meeting and company orientation

+3 more steps

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Example Procedure

Client Onboarding

1Gather Basic Information

2Send Welcome E-Mail

3Conduct a Kick-Off Call

4Conduct a 1 month check-in Call

5Request Feedback

+1 more steps

View template

Scaling faster with documented workflows

It’s sped up our ability to scale. When processes are documented and repeatable, you can grow without proportionally increasing chaos. New hires get productive faster. New projects follow proven patterns.

The documentation aspect is underrated. Running Tallyfy taught us that the companies who document early are the ones who scale without drowning. As CEO, I sleep better knowing that critical workflows are captured somewhere. If someone’s out sick or on vacation, work doesn’t stop because only they knew how to do something.

The features that matter most

The aggregation is huge. Having everything in one view means I can quickly see what’s pending, what’s stuck, what needs attention. Before, getting that visibility required chasing people down.

The documentation itself is valuable too. We’re not just tracking tasks - we’re building a library of how we do things. That becomes an asset as the company grows.

It has reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow.

Would you recommend Tallyfy to other growing companies?

Absolutely. If you’re at a stage where processes are still in people’s heads and you’re starting to see inconsistency and errors, that’s exactly when you need something like this.

Don’t wait until you’re drowning. The time to document and automate is before things get out of control, not after. We did it at the right time, and it made scaling so much smoother.

In discussions we’ve had with general directors at non-profit arts organizations and publications teams, we’ve heard similar stories - one opera company told us their paper-folder-based routing process for their annual program book took over a week and caused constant bottlenecks. Sequential reviews meant everyone was waiting on everyone else. The moment they moved to tracked, parallel workflows, their publications team could finally focus on content quality instead of chasing folders around the building.