Digital strategy consulting firm chooses Tallyfy for workflows
A NY based digital strategy consulting firm is growing via effective utilization of people, data & digital capabilities with Tallyfy.
Summary
- Former C-level executives chose functionality over complexity - Digital Prism Advisors evaluated dozens of workflow tools and selected Tallyfy because it balanced powerful features with ease-of-use, not requiring weeks of training or IT support
- Manual ad-hoc processes created quality risks - Without documented workflows, critical steps in client onboarding, contract approvals, and contractor management were getting missed or done out of order, threatening service quality
- Written processes eliminate mistakes - Forcing the team to document workflows in Tallyfy ensured steps were not skipped and tasks happened in the correct sequence, resulting in fewer errors across operations, finance, and account management. See how Tallyfy helps consulting firms
Digital Prism Advisors - A New York based digital strategy consulting firm helping medium to large organizations grow through effective utilization of data and digital capabilities. Their team is comprised of highly respected former C-level operating executives who chose Tallyfy because of its functionality and ease-of-use.
Len Gilbert
COO
Digital Prism Advisors
What was the core problem you wanted to solve?
We wanted to ensure that we had processes in place for key regular functions and that they could be accessed by multiple people.
We wanted to be able to track routine processes to ensure that they were completed in a timely way.
This would help us deliver a higher quality digital strategy consulting service.
For consulting firms looking to systematize their client delivery, workflow automation makes a significant difference.
Workflow Automation Software Made Easy & Simple
Tallyfy has the best combination of functionality and ease-of-use
— Len Gilbert, COO, Digital Prism Advisors
What processes does your digital strategy consulting business run on Tallyfy?
We run all of our processes on Tallyfy. Some of these processes include:
Business Development
Referrals for digital strategy consulting
Client related
Account kick-offs
Contract and SoW approvals
Human Resources
Contractor onboarding and offboarding
Templates for consulting firms
How did your digital strategy consulting firm do these tasks and processes before Tallyfy?
All our internal processes were done manually and on an ad-hoc basis.
What other software did you evaluate before you chose Tallyfy? Why did you select Tallyfy?
We evaluated dozens of applications.
We felt that Tallyfy was the best combination of functionality and ease-of-use. In our conversations with operations leaders at consulting and professional services firms, I have found that teams evaluating workflow tools typically look at 15-25 different solutions before narrowing down - and the ones who prioritize ease-of-use alongside functionality tend to see much higher adoption rates within the first 90 days.
What improvements have you seen as a result of using Tallyfy?
By forcing ourselves to write out the processes we can now ensure that steps are not missed or done out of order.
Generally, there are fewer mistakes.
How would you describe Tallyfy?
Tallyfy helps you create repeatable processes and then make sure that your team follows those processes.
Would you recommend Tallyfy to others? If so, to who and why?
Yes, I would!
I think several departments in any business would benefit from Tallyfy - Operations, finance, account management and even sales.
It certainly is a good fit for a digital strategy consulting firm like ours. Professional services firms represent about 10% of our conversations at Tallyfy, and the ones that document their processes early tend to scale much more smoothly than those that try to bolt on structure after hitting chaos.
About the Author
Amit is the CEO of Tallyfy. He is 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!
Follow Amit on his website, LinkedIn, Facebook, Reddit, X (Twitter) or YouTube.
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