Workflow skills. Without the bills.

Whether you’re embarking on a digital transformation or just need help with mapping and launching one use case – our professional services team can get you excellent outcomes.

Tailored professional services

  • Dedicated account manager. An expert who will know your needs inside and out.
  • Mapping your process(es). We make sure you have all the right steps and everyone agrees.
  • Optimizing your process(es). We make sure the process is as efficient and scalable as possible.
  • Create your Tallyfy blueprint. We utilize advanced features and get it right.
  • Testing and piloting. We can help you define a pilot, a business case, ROI metrics and more.
  • Systems and integration. We evaluate your current systems and propose integration methods.
  • Change management and training. We facilitate launch, change and ROI for you.

TALLYFY IS THE LEADING WORKFLOW AND PROCESS MANAGEMENT SOFTWARE FOR MODERN TEAMS

Assign, automate, track and train in one, beautiful system. It's amazingly easy and deliciously powerful.

Where can you begin?



Marketing

  • Inbound campaign requests
  • Structured feedback from sales
  • Creative approval and QA

Support

  • High touch client onboarding
  • Structure feedback to R&D
  • Playbooks to triage FAQ's

Finance

  • Purchase requests and approvals
  • Accounts receivable & payable
  • Vendor or supplier onboarding

HR

  • Self-service orientation
  • Structure talent requests
  • Promotion requests

R&D

  • Structure incoming issues
  • Product quality assurance cycles
  • Product release processes

IT

  • Triage tickets to playbooks
  • Merge DevOps to everyone
  • Asset re-assignment

Sales

  • Lead qualification or enrichment
  • Quote to Contract to Close
  • Customer handover to operations

Analysts

  • Structure and deliver audits
  • Train AI with human-in-the-loop
  • Request to BI to Insights

Operations

  • Make SOP's useful
  • Crowdsource know-how
  • Deliver "one source of truth"

Need help? Schedule a chat below.