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.

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.

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.

We also use it for processes that are critical as we grow - the kind of institutional knowledge that you cannot afford to lose. When someone leaves or changes roles, the process knowledge stays in the system.

How has this impacted your growth?

It has 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. As CEO, I sleep better knowing that critical workflows are captured somewhere. If someone is out sick or on vacation, work does not stop because only they knew how to do something.

What features do you find most valuable?

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

The documentation itself is valuable too. We are not just tracking tasks - we are 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 are at a stage where processes are still in people’s heads and you are starting to see inconsistency and errors, that is exactly when you need something like this.

Do not wait until you are 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.