How Greetabl use Tallyfy to scale internal and ecommerce operations

Read about how Greetabl (online one-stop-shop for creatively-curated gifts) use Tallyfy to run and scale their ecommerce operations.

Tallyfy helps growing companies scale operations with structured, repeatable processes. Here is how we approach workflow management.

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Summary

  • Greetabl launched 4 new products using Tallyfy - This rapidly growing e-commerce gift company streamlined product launches, employee onboarding, metrics reviews, and monthly inventory audits all in one place
  • Clarity and bottleneck visibility transformed operations - After trying Email, Slack, Todoist, Asana, and Google Docs separately, Tallyfy showed exactly where processes got stuck and improved collaboration between design and operations teams
  • Design once, run iterations repeatedly - Ability to create a process template, edit it easily, then launch it over and over proved essential for a fast-growing company. Want similar results?

Greetabl - A rapidly growing online one-stop-shop for creatively-curated gifts. Greetabl uses Tallyfy’s process management tool to run and scale their e-commerce operations.

Macklin Andrick

Macklin Andrick

Operations Manager

Greetabl

What was the core problem you wanted to solve?

We wanted to streamline and develop our processes to move operations quickly and scale.

Which processes do you run on Tallyfy?

  • New Product Launch
  • New Hire Onboarding
  • Metrics Reviews / Data Collection
  • Monthly Inventory Audits / Review Process

Similar workflow templates you can use

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
View template
Example Procedure
Product Ideation & Innovation Pipeline Workflow
1Submit the idea
2Initial screening
3Research and validate
4Build business case
5Decision and next steps
+15 more steps
View template
Example Procedure
Inventory Management
1Goods are delivered
2Goods are reviewed, sorted, and stored
3Inventory levels are monitored
4Stock orders are placed
5Stock orders are approved
+8 more steps
View template

Tallyfy onboarding process template showing new hire tasks with owners and deadlines in workflow view

How did you do these processes before Tallyfy?

  • Email
  • Slack
  • Todoist
  • Google docs for documentation

We also tried Asana and Todoist, but found they lacked the process clarity and bottleneck visibility we needed - so we chose Tallyfy instead.

With Tallyfy, we have seen clarity in the process .. as well as any bottlenecks

— Macklin Andrick, Operations Manager, Greetabl

What specific improvements have you seen with Tallyfy?

We have seen clarity of the process and communication with the team as well as any bottlenecks or stuck points.

Tallyfy has worked well for launching new products at Greetabl.

How has Tallyfy impacted your business?

Greetabl launched 4 new products.

We look forward to using it for more processes as we expand the team.

Greetabl gift box design selection grid showing colorful pattern options with pricing for customization

Tallyfy helped improve collaboration between their design and operations team which resulted in more new products being launched faster to meet demands.

What specific features did you like most about Tallyfy?

We like the ability to design and edit the process then run an iteration of it over and over again.

We look forward to using Tallyfy for more processes as Greetabl scales

— Macklin Andrick, Operations Manager, Greetabl

How would you describe Tallyfy to others?

Tallyfy is a process management and design tool that you can communicate to-do’s, how-to’s and when to’s with ease and effectiveness.

Would you recommend Tallyfy to others?

Yes, Tallyfy is great for any team that needs to be on the same page and implement processes for the first time.

Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around.

It is especially valuable for companies that are growing fast.

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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