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.
Modern teams Trust Tallyfy for Onboarding, Workflows, Approvals & SOP's
Assign, automate, track and train in one 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 product 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 for new employees
- Structure incoming talent requests
- Reimbursement and promotion requests
R&D
- Structure incoming issues and ideas
- Product quality assurance cycles
- Product release or update processes
IT
- Triage tickets and run custom playbooks
- Integrate DevOps to everyday processes
- Security and asset re-assignment checklists
Sales
- Lead qualification or enrichment
- Quote to Contract to Close
- Customer handover to operations
Analysts
- Structure and deliver process audits
- Train AI with human-in-the-loop
- Request to BI to Insight Delivery
Operations
- Transform SOP's into engaging experiences
- Crowdsource and control know-how
- Deliver "one source of truth"