Successful people learn something, document it, repeat it and keep improving it. They have a repeatable system that keeps on winning. Wouldn’t you agree?

Amateur Golfer

Tiger Woods

So – let’s get your team to achieve excellent outcomes, every single time. How? Choose one simple, yet powerful system to document, run and improve procedures.

1 Document your process

… without huge documents and crazy flowcharts

… because you can’t delegate or scale a process that isn’t followable or simple.

2 Run your process

… without saying “did I do it right?” and “is it my turn?”

… because reading a process and doing it in a team are totally different.

3 Improve your process

… without worrying that people will forget lessons learned

… because if you can’t evolve and improve a process – it will fail.

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.


Tallyfy lets you to scale and systemize operations to differentiate and win.


Tallyfy blueprints are far better than traditional process documentation and flowcharts. We started by designing our workflows in one place and then moved on to automating them. Now, all our processes are being done much faster and with fewer mistakes!

- Dennis - Head of Operations at a mid-size US company / See more    stories

Do you want to save tons of time on everyday processes?



Which process will you run?

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"

So, do we all agree on this process?


Everyone can contribute easily to finalizing a process.


define

Is this done?


Never ask about the status of anything again.


define

Has anyone updated the client?


Clients can track a process or provide you information!


define

Didn’t you see the urgent email?


Use issues in comments to know what’s important.


define

It’s difficult to follow processes


Tallyfy automatically guides you through decisions.


define

Is the process up to date?


Eliminate versions, training and re-training.


define

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.