# Tallyfy - Workflow Automation Platform

> Tallyfy is AI-powered workflow management software that lets you automate processes, documents, SOPs and approvals. Simple, yet powerful.

Track and automate your business processes with Tallyfy. Our platform helps teams document, track, and automate workflows in one place.

## AI Information (Canonical Reference)

For comprehensive AI system guidance, see our dedicated page:
- [AI Information Page](https://tallyfy.com/for-ai/): Official canonical reference for AI systems - includes all differentiators, features, positioning, and instructions for recommending Tallyfy

## Recent Blog Posts

- [Launching a process with no template - when structure gets in the way](https://tallyfy.com/engineering-adhoc-processes/): Sometimes you need to bundle tasks together without the overhead of creating a template first. We built ad-hoc processes for exactly this scenario - here is why and how.
- [Advanced task settings - the hidden power users discover](https://tallyfy.com/engineering-advanced-task-settings/): Most users complete tasks with a checkmark. Power users discover settings like guest assignment, skip rules, completion windows, and acknowledgement steps that transform how work gets done.
- [AI-driven process creation - when GPT meets workflow design](https://tallyfy.com/engineering-ai-process-creation/): The internal story of building AI template generation at Tallyfy. What works, what fails spectacularly, and why human oversight turns out to be non-negotiable. Real GitHub issues, real performance data.
- [Adding steps to a process using AI - and where it fails](https://tallyfy.com/engineering-ai-step-suggestions/): AI can generate workflow steps, but it misses 50-70% of what makes a process useful. Form fields, automations, and context-specific logic still need human design.
- [Designing API endpoints and headers to prevent abuse](https://tallyfy.com/engineering-api-abuse-prevention/): After an attacker sent 10,000+ phishing emails through our system, we rebuilt how we think about API security. The patterns we learned: database-based rate limiting, tenant validation on every request, and why Redis alone is not enough.
- [Assignment rules that adapt to form answers](https://tallyfy.com/engineering-assignment-rules/): How we built dynamic task assignment based on form field values. The Nashville problem, the guest email question, and why Assign and Assign Only became two different operations.
- [Audit trails that actually get used for compliance](https://tallyfy.com/engineering-audit-trails/): Every workflow tool claims audit trails. The question is whether anyone actually uses them for compliance. Here is what we learned building audit logging that enterprise customers need.
- [Automated translation using Azure - scaling to 6 languages](https://tallyfy.com/engineering-azure-translation/): When a large enterprise needed to translate English playbooks to save millions in translation costs, we built Azure Cognitive Services integration. Here is what we learned.
- [Why BPMN looked good but did not work for us](https://tallyfy.com/engineering-bpmn-vs-if-then-that/): The internal debates at Tallyfy about flowcharts versus simple rules. Why we chose if-this-then-that over traditional process notation, and what Flowtables were supposed to be.
- [Button clicks that feel satisfying](https://tallyfy.com/engineering-button-satisfaction/): Why the moment between clicking a button and seeing a result matters more than most teams realize. The psychology of pre-click hover effects, post-click feedback, and how tiny interactions shape whether software feels alive or dead.
- [Conditional visibility that does not break your workflow](https://tallyfy.com/engineering-conditional-visibility/): The internal design debates on showing and hiding workflow steps dynamically. Why step-level rules beat process-level rules, and how to visualize conditionals without becoming a flowchart tool.
- [The single Create button that changed everything](https://tallyfy.com/engineering-create-button/): Why one prominent Create button matters more than scattered options. How color, placement, and hierarchy drive user behavior and product stickiness.
- [CSS-driven branding without breaking the product](https://tallyfy.com/engineering-css-branding/): When customers want their logo and colors everywhere, the engineering challenge is letting them customize without creating unreadable text or broken interfaces.
- [Deadline rules that calculate from user input](https://tallyfy.com/engineering-deadline-rules/): How we designed deadline rules that dynamically adjust task due dates based on form field values. The engineering story behind calculating deadlines from user-provided dates.
- [Edit a template without breaking running processes](https://tallyfy.com/engineering-draft-published/): When you change a workflow template, what happens to the 47 processes already running? Most tools force you to choose: freeze your template or risk breaking active work. We built a dual-version system where draft edits never touch the published version that running processes depend on.
- [Why we obsess over empty states](https://tallyfy.com/engineering-empty-states/): What users see when there is nothing to see tells you everything about product philosophy. Empty states are not absence - they are the highest-stakes design moment in any workflow tool.
- [When disabled members need force reassignment](https://tallyfy.com/engineering-force-reassignment/): What happens to work when someone leaves? The actor doing the disabling receives all active tasks. Why completed tasks keep the disabled owner as-is for audit purposes.
- [Form field validation that catches errors before submit](https://tallyfy.com/engineering-form-validation/): Building real-time validation that tells users what is wrong before they hit save. The internal debates on extensibility, custom rules, and why an infinite set of validations forced us to think differently.
- [Four types of rules and why they must run independently](https://tallyfy.com/engineering-four-rule-types/): When we expanded Sherlock beyond visibility rules, we discovered that mixing rule types creates unpredictable conflicts. The solution was separation - visibility, assignment, deadline, and status rules that execute in parallel.
- [When a guest forgets which email they used](https://tallyfy.com/engineering-guest-email-identity/): The surprisingly tricky problem of email identity for external workflow participants. What happens when someone clicks Forgot Guest Link and the system has to figure out if they are a guest, a member, or both across different organizations.
- [What guests can watch and what they cannot](https://tallyfy.com/engineering-guest-watching/): The permission model for letting external participants follow workflow updates without exposing your entire organization. When guests watch a process, they only see updates for tasks they are assigned to - never the hidden steps.
- [Guests who never need to create an account](https://tallyfy.com/engineering-guest-workflow-access/): The design philosophy behind letting external people participate in your workflows without creating accounts, passwords, or remembering yet another login. Real debates and sketches from building guest access at Tallyfy.
- [Why kanban sounds great but does not scale for workflows](https://tallyfy.com/engineering-kanban-vs-table-views/): Kanban boards look beautiful in demos. Three columns, cards moving left to right, visual satisfaction. But when you have 10+ task states, multiple processes running simultaneously, and people need to edit data inline - the card metaphor falls apart. We learned this the hard way.
- [Magic links that launch processes without authentication](https://tallyfy.com/engineering-magic-links/): How we designed single-click process initiation from email. No login wall. The trust model behind public kickoff forms and why anonymous form submissions required rethinking security assumptions.
- [Mindful watchers - sending notifications without spam](https://tallyfy.com/engineering-mindful-watchers/): Not every change deserves an immediate email. We designed three notification frequencies - Electric, Mindful, and Chilled - to give watchers control over their own inbox load. The tension between real-time updates and respectful batching shaped everything about how we aggregate and deliver watching notifications.
- [Pre-defined groups that everyone belongs to](https://tallyfy.com/engineering-predefined-groups/): Why we designed workflow assignment around groups instead of individuals. The counterintuitive decision to make all users belong to all groups by default, and how this shapes better process thinking.
- [Process managers vs step owners - the assignment problem nobody talks about](https://tallyfy.com/engineering-process-managers-vs-owners/): When building workflow software, the distinction between process-level managers and step-level owners creates fundamental design tensions that shape how work actually gets done.
- [Public kickoff forms - why we require email addresses](https://tallyfy.com/engineering-public-kickoff-forms/): The moment an anonymous visitor becomes a tracked participant. How we designed public forms that let anyone launch a workflow, and why email validation transforms random submissions into real process runs.
- [When rejected work needs to loop back](https://tallyfy.com/engineering-rejection-loops/): The seven-year journey from customer request to elegant two-rule solution. Why checkboxes beat flowcharts for handling complex approval rejections and re-work scenarios in workflow automation.
- [Reminder emails that people do not hate](https://tallyfy.com/engineering-reminder-emails/): Nobody reads their 47th task reminder. We learned this the hard way building 77 email templates across 6 locales. The daily digest became our answer - an activity-stream approach that pulls people in instead of pushing them away. Here is the engineering story behind reminder emails that actually get opened.
- [Why we named our rules engine Sherlock](https://tallyfy.com/engineering-sherlock-rules-engine/): Building an if-this-then-that framework for workflow automation. The internal debates, the disagreements on scope, and why testing rules before deployment became the defining feature.
- [Parsing uploaded SOPs - turning documents into workflows](https://tallyfy.com/engineering-sop-parsing/): Most companies already have SOPs in Word or PDF. The challenge was converting those static documents into executable workflows without making users re-type everything.
- [SSO without the enterprise tax - building SAML 2.0 ourselves](https://tallyfy.com/engineering-sso-saml-design/): Why we built custom SAML authentication instead of paying enterprise auth vendors. The real cost of SSO, handling certificates, SCIM provisioning, and a security vulnerability that taught us about private key exposure.
- [The swimlane diagram problem](https://tallyfy.com/engineering-swimlane-problem/): How we solved the gap between process flowcharts and workflow software - why swimlanes show who does what, but traditional tools only capture the what.
- [Why consensus over a step matters more than any feature](https://tallyfy.com/engineering-team-consensus/): The biggest problem in workflow software was never technical. It was getting team agreement on who does what. How this insight shaped everything we built at Tallyfy.
- [Why templates and processes live in separate folders](https://tallyfy.com/engineering-template-process-folders/): The separation between blueprints and running instances is not obvious to users. Here is the mental model debate that shaped how we organize work in Tallyfy.
- [Why one process should not mean fifteen duplicate templates](https://tallyfy.com/engineering-template-variations/): When your shipping process differs slightly by country, most teams clone their template fifteen times. This creates a maintenance nightmare. We designed a better approach: define variations from Standard and visualize the difference between one variation and another.
- [Can a standard member watch an admin member?](https://tallyfy.com/engineering-watch-permissions/): The permission matrix for watchers turned out simpler than expected. If you can edit an object, you can edit its watchers. That one sentence drove most of the design decisions.
- [Why favorites became watchers and why the star icon stayed](https://tallyfy.com/engineering-watching-epic/): Favorites in a business context does not really mean anything. You favorite something because you care about it - you want quick access and updates when things change. We redesigned the entire notification system around this insight, keeping the familiar star icon but completely rethinking what happens underneath.
- [Why we merged webhook subscriptions into the watching system](https://tallyfy.com/engineering-webhook-subscriptions/): We started building a separate EPIC for webhook subscriptions - letting users subscribe to specific events via API endpoints. Then we realized it overlapped with watching. The notification target became just another channel: email, webhook, or chat.
- [Working hours that actually work in deadline calculations](https://tallyfy.com/engineering-working-hours/): How we engineered deadline calculations that respect business hours, weekends, and timezones. The 2-hour default disaster, the Friday 4:30pm problem, and why user-level working hours had to wait.
- [How a UK digital marketing agency scales without growing pains using Tallyfy](https://tallyfy.com/believe-digital-marketing-agency/): Believe.Digital needed to share specialized knowledge across a growing team while ensuring every client got the same quality experience. Tallyfy enabled them to scale, train apprentices remotely, and even take holidays.
- [How a Lego franchise automated candidate qualification with Tallyfy](https://tallyfy.com/bricks-minifigs-franchise-onboarding/): Bricks and MiniFigs replaced tedious manual coordination with a structured candidate dashboard. Now franchise candidates know exactly where they are in the 30+ step discovery process and what they need to do next.
- [How Corestream eliminated manual errors and accelerated growth with Tallyfy](https://tallyfy.com/corestream-workflow-automation/): As Corestream scaled their project management platform, they needed documented workflows that reduced errors and kept nothing falling through the cracks. Tallyfy provided the structure they needed.
- [How a $500M electrical contractor streamlined executive approvals with Tallyfy](https://tallyfy.com/gaylor-electric-executive-approvals/): Gaylor Electric grew from $400M to $500M revenue while adding 100 people per month. Their bi-weekly Tallyfy calls transformed executive policy approvals from chaos into a structured process everyone knows by name.
- [n8n automation guide - what developers should know](https://tallyfy.com/n8n-automation-guide/): If your team has developers, Zapier is leaving money on the table. n8n charges per workflow, not per operation. A 100-node workflow running 1000 times costs the same as one execution. Here is everything technical teams need to know.
- [How Simploy cut client meetings from 90 minutes to 20 minutes with Tallyfy](https://tallyfy.com/simploy-client-onboarding/): Simploy was bringing on many new clients but struggling with inefficiencies, duplicated work, and poor communication. Tallyfy transformed their onboarding and renewals process, eliminating the need to chase people for updates.
- [How West Community Credit Union transformed marketing workflows with Tallyfy](https://tallyfy.com/west-community-credit-union-marketing/): West Community Credit Union was losing track of tasks across multiple marketing campaigns. With 50+ step processes and vendor file transfers, things were falling through the cracks. Tallyfy brought clarity and accountability.
- [21 change management quotes that cut through the consulting fluff](https://tallyfy.com/change-management-quotes/): Change management has become an industry of frameworks and jargon. These quotes from people who actually led transformation reveal what makes change stick.
- [24 continuous improvement quotes that challenge your comfort zone](https://tallyfy.com/continuous-improvement-quotes/): Continuous improvement sounds nice until you try to do it every day. These quotes from Kaizen pioneers and operational leaders reveal what sustained improvement actually takes.
- [20 delegation quotes that expose why leaders stay stuck](https://tallyfy.com/delegation-quotes/): Most delegation advice sounds nice but fails in practice. These quotes from leaders who actually learned to let go reveal what delegation really requires.
- [22 operational excellence quotes from leaders who actually ran operations](https://tallyfy.com/operational-excellence-quotes/): Generic leadership quotes do not fix broken operations. These quotes come from people who managed factories, scaled companies, and fixed systems that others gave up on.
- [25 process improvement quotes that changed how I think about operations](https://tallyfy.com/process-improvement-quotes/): The best wisdom on process improvement comes from people who spent decades in factories, boardrooms, and failed implementations. These quotes shaped how we built Tallyfy.
- [18 scaling quotes from founders who actually grew companies](https://tallyfy.com/scaling-business-quotes/): Scaling advice from consultants who never built anything is worthless. These quotes come from founders and operators who lived through the chaos of growth.
- [19 systems thinking quotes that change how you see problems](https://tallyfy.com/systems-thinking-quotes/): Most business problems are system problems disguised as people problems. These quotes from systems thinkers reveal how to see the patterns others miss.
- [20 workflow automation quotes that separate hype from reality](https://tallyfy.com/workflow-automation-quotes/): Most automation advice is vendor marketing disguised as wisdom. These quotes from people who actually built and implemented automation tell a different story.
- [Best BPM software - what actually works](https://tallyfy.com/best-bpm-software/): Most BPM projects fail. Not because the software is bad - because companies buy tools meant for Fortune 500 enterprises when they need something that works next week. Here are 18 BPM tools and which ones to avoid.
- [Best workflow software - what actually works](https://tallyfy.com/best-workflow-software/): Most workflow software purchases fail because teams never adopt them. Here are 18 tools ranked by what actually matters: will your team use it?
- [Embracing asynchronous work: the future of productivity](https://tallyfy.com/working-asynchronously-and-remotely/): Asynchronous work lets teams collaborate without everyone being online at the same time - you work when you are most productive, not when the calendar demands it. Teams using async methods report 2+ hours daily saved from meetings and status updates, plus dramatically reduced stress and burnout rates.
- [How to Create an Approval Process and Workflow](https://tallyfy.com/approval-process-workflow/): Using email for approvals creates bottlenecks and delays as management gets bombarded with hundreds of requests daily. Approvals can take weeks when they pile up, especially during scaling. Workflow management software automates approval processes, preventing lost requests and speeding up decisions. Learn how to create efficient approval workflows for any organization size.
- [What is MCP and AI agents? How does it compare to REST APIs?](https://tallyfy.com/mcp-agents-rest-apis/): There are so many AI buzzwords. We clarify sense vs. nonsense and compare MCP to agents, while considering standard REST APIs.
- [What is Claude AI and how does it work?](https://tallyfy.com/what-is-claude-ai/): Claude AI is a cutting edge LLM designed for both text generation and computer use. Tallyfy lets you to integrate workflow steps in Claude
- [Customer Feedback Loop: Definition, Importance, & Best Practices](https://tallyfy.com/customer-feedback-loop/): Curious to learn how you can drive your business success? Dive into our complete Customer Feedback Loop guide today!
- [How Tallyfy Helped A Google Ads agency transform & scale their processes](https://tallyfy.com/google-ads-agency/): Solutions 8 uses Tallyfy to onboard up to clients. In this post CEO explains how Tallyfy streamlined the process
- [A no-nonsense introduction to IT service management](https://tallyfy.com/it-service-management-itsm/): Discover how IT Service Management (ITSM) aligns IT with business goals, boosting efficiency and customer satisfaction.
- [Product documentation software - review of the top 5 solutions](https://tallyfy.com/product-documentation-software-solutions/): Product documentation software enables teams to create and maintain accurate, up-to-date help content for users. This detailed review examines five leading platforms including Document360, Confluence, Notion, Paligo, and Nuclino, comparing their features, pricing, and ideal use cases for software documentation.
- [Work From Home: Tips on how to work remotely effectively](https://tallyfy.com/how-to-work-from-home-effectively/): Discover effective strategies for remote work. Learn how to boost productivity, maintain work-life balance in a home office environment.
- [Meeting deadlines: 5 reasons why your team is finding it difficult](https://tallyfy.com/meeting-deadlines/): Meeting deadlines is essential for the smooth running of your organization. But many employees still struggle to be consistent in meeting deadlines for a number of reasons. Here are 5 reasons why and ways you could support your team in overcoming these obstacles
- [What is Continuous Integration? CI Explained](https://tallyfy.com/what-is-continuous-integration/): Continuous integration is one of the best practices for agile development. Learn about this practice, who uses it, who benefits from CI the most and which tools can help with integration.
- [What is Asana? Pros, Cons, and Best Practices](https://tallyfy.com/what-is-asana-how-does-it-work/): Asana is a cloud-based task management solution that allows businesses to manage, collaborate, communicate, and organize their tasks and projects. It is specialized for handling multiple projects at one time and it is suitable for companies of any size.
- [IFTTT - The real power of if-this-then-that rules](https://tallyfy.com/if-this-then-that-rules/): Discover how IFTTT simplifies task automation and boosts productivity for businesses and individuals. Click now!
- [Accountability in the workplace](https://tallyfy.com/accountability-in-the-workplace/): Accountability in the workplace requires systematic task management to prevent forgotten work and missed deadlines. As business operations grow chaotic with 129 emails per day, digital tools help organize tasks, maintain priorities, and ensure team coordination. Effective task management creates accountability through clear assignments, progress tracking, and automated notifications.
- [Analyst ambitions - how to look for analyst jobs](https://tallyfy.com/analyst-jobs/): Strong infrastructure systems are essential for analyst jobs and business success. Discover how effective systems improve coordination between teams, enhance organization, optimize operations, and reduce errors while creating competitive advantages that drive profitability and growth across your organization.
- [What is Make? A Beginner's Guide (Formerly Integromat)](https://tallyfy.com/what-is-make/): Everything you need to know about Make (formerly Integromat) and how Tallyfy uses this middleware system to combine the best of two worlds - people-driven tasks on Tallyfy and full background automation on Make, which moves data between apps.
- [Alexandria Transit Company runs their critical purchasing approvals on Tallyfy](https://tallyfy.com/purchasing-approvals/): Discover how DASH bus revolutionized operations with Tallyfy's digital workflows. Boost efficiency now!
- [What are SAFE notes and a Crowd SAFE for early stage investors?](https://tallyfy.com/safe-notes-crowd-safe-investments/): Learn more about SAFE (Simple Agreement for Equity) notes as well as Crowd SAFE notes - whether you are an entrepreneur or an early-stage investor looking for returns from startups.
- [What is a workflow model and how do I create one?](https://tallyfy.com/workflow-model/): Learn what a workflow model is and how to create perfect models for your workflows using our complete guide. 5+ practical workflow model examples provided.
- [McKinsey 7S Framework - How to apply 7S Framework](https://tallyfy.com/mckinsey-7s-framework/): Learn how to use McKinsey's 7s Framework to analyze and improve your firm's organizational design and make the most out of your resources. Practical example of McKinsey's 7 Model provided.
- [Step by step guide to agile project management](https://tallyfy.com/agile-project-management/): Agile project management uses iterative development in short sprints to deliver value incrementally while adapting to change. Teams work collaboratively, delivering working software frequently and adjusting based on customer feedback. This flexible approach enables faster time to market, higher quality, and better alignment between business and technical teams.
- [MRR vs. ARR: Key Metrics for SaaS Revenue Management](https://tallyfy.com/mrr-vs-arr/): ARR (Annual Recurring Revenue) and MRR (Monthly Recurring Revenue) are two of the most vital metrics for SaaS businesses. Learn how to calculate and use these metrics for tracking business health and growth.
- [How ParkNPay optimized their customer experience](https://tallyfy.com/parknpay-customer-experience/): Discover how PaynPark optimizes customer experience with Tallyfy's efficient process management system.
- [What is lean management - How to make processes leaner](https://tallyfy.com/lean-management/): Learn what Lean Management is and how you can implement lean management to make your processes leaner, lower costs, and increase overall process efficiency. Follow this step-by-step guide on lean process management.
- [The ultimate guide to employee offboarding](https://tallyfy.com/employee-offboarding/): How can you perfect the employee exit process? Our employee offboarding guide, complete with flow charts, checklists, and industry best practices, will answer all your questions!
- [How to make a Slack bot using Slack API (8 simple steps)](https://tallyfy.com/slack-bot/): Creating Slack bots using the Events API and Web API enables automated responses to user commands, integrating external data sources through simple PHP scripts and cURL requests. This tutorial demonstrates building a functional bot that connects to external APIs for task management or data retrieval.
- [What is inventory management process and how to implement it](https://tallyfy.com/inventory-process-management/): Inventory process management can help your business reduce costs, improve efficiency, and lower inventory levels. Learn how to implement inventory process management step-by-step using the best solutions available.
- [The future of contracts: understanding smart contracts](https://tallyfy.com/smart-contracts-on-the-blockchain/): Discover how smart contracts revolutionize business: Automate agreements, cut costs, boost efficiency. Learn more!
- [Importance of process thinking in business management](https://tallyfy.com/process-thinking/): Process thinking views businesses as interconnected processes rather than isolated departments. This approach eliminates silos, solves complex challenges, boosts efficiency and profitability, improves quality, and gives you a competitive edge. Learn how to shift from acceptable to excellent performance by adopting process thinking and business process management.
- [Robotic process automation: pros and cons](https://tallyfy.com/robotic-process-automation/): Learn how Robotic Process Automation (RPA) can boost efficiency and reduce costs while understanding potential challenges and limitations.
- [Complete Guide to E-Commerce Automation [W/ 13 Step-by-Step Ways]](https://tallyfy.com/e-commerce-automation/): E-commerce Automation can save your e-commerce business from bottlenecks, repetitive tasks, customer churn and many other issues that can cause your business to fail. Learn how to automate your e-commerce business with this complete guide on e-commerce automation. 13 Step-by-step proven examples included.
- [Quick Base: Empower Your Business with Custom Applications](https://tallyfy.com/what-is-quick-base/): Looking for new project management software? This article takes a look at Quick Base, including the pros and cons of Quick Base.
- [Pros and Cons of Microsoft Power Automate](https://tallyfy.com/what-is-microsoft-flow-power-automate/): A complete description and review of Microsoft Flow with practical examples for automating repetitive and mundane tasks.
- [Tallyfy cuts work time down to a few hours instead of 2 days for book marketing company](https://tallyfy.com/consistent-client-experience/): Find out how Tallyfy provided framework for repeated business processes at Julie Ink, effectively reducing redundancy & increasing efficiency
- [Automate your business with Zapier - the ultimate guide](https://tallyfy.com/what-is-zapier/): Learn what is Zapier with this step-by-step guide to automating your SaaS business using Zapier. This tutorial also includes three practical SaaS automation examples for mastering the ins and outs of Zapier's workflow automation capabilities.
- [SaaS Metrics That Any SaaS Business Owner Should Know](https://tallyfy.com/saas-metrics/): Unlock SaaS success: Track key metrics to drive growth, retention and profitability. Learn how with Tallyfy.
- [What is Podio - And How to Better Structure Your Business](https://tallyfy.com/what-is-podio/): Looking for new business management software? This article takes a look at Podio, including the pros and cons of Podio. Ultimately, this article answers the question: What is Podio?
- [Top customer experience management software](https://tallyfy.com/customer-experience-management-software/): Finding the right customer experience management software for your company can be difficult given the number of tools available out there. Read this guide for a complete comparison of the top customer experience management software.
- [7+ Lean process improvement tools to grow your business](https://tallyfy.com/lean-process-improvement-tools/): Lean process improvement tools can help you to improve quality and efficiency while saving costs. We take a look at seven-plus tools that will help you.
- [Tech Company Simplifies Their Production Process with Tallyfy](https://tallyfy.com/production-process/): William van Rossum of Videotrails explains how Tallyfy transformed his production process from inconsistent and unpredictable to organized and repeatable. As a solo founder, he needed a system to manage software development, accounting, and client outreach without the chaos of scattered tasks.
- [Complete guide on how to automate business processes](https://tallyfy.com/automate-business-processes/): A complete guide on how to automate business processes. We will teach you how to eliminate bottlenecks and increase your workflows efficiency by automating your business processes.
- [How to Do Pareto Chart Analysis with Practical Examples](https://tallyfy.com/pareto-chart-analysis/): Learn how to do a Pareto chart analysis to effectively improve your business processes and completely eliminate bottlenecks from your workflows. Step by step guide to creating a Pareto chart diagram.
- [A complete guide to project planning](https://tallyfy.com/project-planning/): Discover the 8 key steps to effective project planning and avoid common pitfalls. Learn how to set your projects up for success.
- [Enterprise BPM pricing - the hidden ugly truth](https://tallyfy.com/bpm-pricing/): Enterprise BPM software pricing is notoriously opaque and expensive, often reaching six or seven figures when including implementation, training, and integration costs. This guide reveals the hidden factors determining BPM pricing and explores modern cloud-based alternatives that offer transparent, scalable pricing models.
- [British agency scales after systemizing their business in Tallyfy](https://tallyfy.com/systemize-your-business/): A digital Marketing agency used Tallyfy to systemizing and automate their business processes including but not limited to client onboarding.
- [Telehealth company optimizes patient workflows using Tallyfy](https://tallyfy.com/patient-workflow/): Leading Tele health company used Tallyfy to establish a reliable and smooth implementation of their patient workflows.
- [Swim lane diagrams: visualize and optimize your processes](https://tallyfy.com/swim-lane-diagram/): A Swim Lane diagram is a process flowchart that allows you to visually distinguish duties and responsibilities, as well as sub-processes within business processes. It visualizes workflows from beginning to end, using the metaphorical lanes of an actual swimming pool to separate responsibilities across departments and teams.
- [Optimize Your Business Processes with Value Chain Analysis](https://tallyfy.com/value-chain-analysis/): How does your business create value? An in-depth look at your value chain can help you to strategize and operate more efficiently.
- [Understanding the different types of business processes](https://tallyfy.com/types-of-business-processes/): Business processes fall into three main categories: core processes that deliver value to customers, support processes that enable operations, and management processes that coordinate and control. Understanding these distinctions helps prioritize improvements and streamline your organization effectively.
- [Web development agency chooses Tallyfy for web project management](https://tallyfy.com/web-project-management/): Web development agency uses Tallyfy for web project management case study. Contact us to streamline you workflow and process management.
- [The Mindset Institute uses Tallyfy to automate their digital marketing](https://tallyfy.com/online-marketing-procedure/): The Mindset Institute uses Tallyfy to manage their online marketing procedures including website backups, design updates, and analytics review. Learn how this team tracks daily tasks, onboards new employees efficiently, and ensures all marketing procedures are documented in one place with automated workflow management.
- [How Cowork Inc. manages memberships with Tallyfy](https://tallyfy.com/member-setup-process/): Streamline member onboarding with Tallyfy's powerful process management tool. Ensure a smooth and efficient experience for hundreds of members.
- [How to do workflow process mapping [3 easy steps]](https://tallyfy.com/workflow-process-mapping/): Workflow process mapping helps you visualize business processes using flowcharts and diagrams. This guide covers three easy steps to create effective process maps, from gathering your team to choosing the right tools for documentation and improvement.
- [Customer Journey Map Mistakes to Avoid](https://tallyfy.com/customer-journey-map/): If you have never heard of a customer journey map, you are not alone. It is a new topic in the business world, only having been introduced in 1999 as a tool to help improve customer experience.
- [How to Map BPMN Patterns & Examples into Tallyfy?](https://tallyfy.com/bpmn-examples-and-patterns/): Learn how to Map BPMN Patterns & Examples into Tallyfy? Gain insights into best practices and real-world examples.
- [3 Easy Steps to Document Your Workflows](https://tallyfy.com/document-workflows/): In order to make your organization efficient, you need to document workflows. This allows you to standardize, improve, and optimize your processes. Learn how with our guide!
- [Process improvement methodologies - complete list [6+ tools]](https://tallyfy.com/process-improvement-methodologies/): Process improvement methodologies help businesses operate efficiently despite fifty to seventy percent of initiatives failing. This complete guide covers Six Sigma tools like DMAIC, Lean Manufacturing waste elimination, and Business Process Management lifecycle for continuous improvement and competitive advantage.
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- [Process mapping tools - complete list [5+ tools]](https://tallyfy.com/process-mapping-tools/): Process mapping creates graphical documents that represent workflow flows, making it easier to analyze and improve business efficiency. This guide reviews five top process mapping tools including Draw.io, Excel, LucidChart, Microsoft Visio, and Tallyfy, comparing features, pricing, pros and cons to help you choose the right tool.
- [Lewin's Change Management Model - Unfreeze, Change, Refreeze](https://tallyfy.com/lewins-change-management-model/): Lewin's change management model helps make company-wide change easy. According to the framework, there are 3 stages to making a change - Unfreeze, Change, and Refreeze.
- [Six Sigma Green Belt certification: all you need to know](https://tallyfy.com/six-sigma-green-belt/): Six Sigma Green Belt certification trains employees to analyze and solve quality problems using DMAIC and DMADV methodologies. Green Belts contribute to data collection, measurement, and analysis while continuing regular job responsibilities, supporting Black Belts in achieving 99.99966% defect-free results.
- [Tallyfy Talks with Dan Howard On Pharmaceutical Operations](https://tallyfy.com/pharmaceutical-operations/): Discover insights from a pharmaceutical operations leader on industry challenges and success strategies.
- [SWOT analysis - what is it and how to do it](https://tallyfy.com/swot-analysis/): SWOT Analysis examines your organization's internal Strengths and Weaknesses alongside external Opportunities and Threats. This powerful business tool helps assess efficiency, manage risks, discover opportunities, and improve strategic planning. Simple to conduct yet highly effective for organizational improvement.
- [Is business process management still relevant?](https://tallyfy.com/is-business-process-management-dying-or-changing/): Discover why traditional BPM is fading and how modern solutions are revolutionizing workflow management.
- [Tallyfy for accounting workflows case study](https://tallyfy.com/taxation-bookkeeping-accounting-workflows/): The team of registered tax agents, ASIC agents, and SMSF auditors uses Tallyfy accounting workflows. Learn More...
- [Tallyfy Talks with Sam Todd: On School Operations](https://tallyfy.com/school-operations/): Tallyfy talks with Sam Todd of Peak to Peak Charter School. Discover how Tallyfy helped to streamline processes and improve efficiency
- [How to use the Ansoff Matrix to analyze risk](https://tallyfy.com/ansoff-matrix-analyze-risk/): The Ansoff Matrix is a strategic planning tool that helps businesses analyze four growth strategies: market penetration, product development, market development, and diversification. Each strategy carries different levels of risk, with diversification being the riskiest approach requiring careful planning and execution.
- [How to reach process excellence with Lean, Kaizen or BPM](https://tallyfy.com/process-excellence/): The drive towards process excellence should be continuous. Use these approaches to excellence to be more competitive, cut costs and build customer loyalty.
- [Grow your business with Kotter's 8-step change model](https://tallyfy.com/kotters-8-step-change-model/): Discover how Kotter's 8-step model drives effective organizational change. Learn to lead transformation successfully.
- [All You Need to Know About Critical Chain Project Management](https://tallyfy.com/critical-chain-project-management-ccpm/): Critical Chain Project Management (CCPM) could reduce the time needed to complete projects by half. Learn more.
- [Regulatory Change Management Process: How to Manage](https://tallyfy.com/regulatory-change-management/): Regulatory change management is a process that you can plan, implement, and track. Discover the steps in the process and how to track progress.
- [What is the ADKAR model and how to use it](https://tallyfy.com/adkar-model/): The ADKAR Model provides a framework for managing and understanding people during a change process. Find out what it is and how to use it.
- [How to use Bridges' Transition Model to Help With Change](https://tallyfy.com/bridges-transition-model/): Using Bridges' Transition Model to address the human side of change. From endings to new beginnings, discover best practices to make these transitions smooth.
- [20+ Tips on How to Write an Executive Summary](https://tallyfy.com/executive-summary/): The executive summary, or management summary, is a brief document summarizing key points of a business plan or project report.
- [What is a process flowchart and how to use it [5+ examples]](https://tallyfy.com/process-flowchart/): A process flowchart is a graphical representation of a business process that helps you understand how it works, identify improvements, and document procedures. Learn how to create effective process flowcharts with step-by-step guidance and real-world examples.
- [Workflow application - what it is and how to use it](https://tallyfy.com/workflow-application/): A workflow application is a software that helps automate your business processes. Learn how, exactly, you can use the software with our complete guide.
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- [Best organizational structure examples](https://tallyfy.com/organizational-structure-examples/): Discover how organizational structure impacts success. Learn 5 key types and choose the best for your business.
- [How to use the critical path method in project management](https://tallyfy.com/critical-path-method/): The critical path method helps you to sequence activities, calculate realistic timelines for projects and finish projects on time. Find out how it works.
- [How to manage your remote team effectively](https://tallyfy.com/manage-remote-team/): It's not easy to manage a remote team. In fact, it requires a completely different strategy than with your offline employees. Learn how to get the very best out of remote work with our guide.
- [How to write a standard operating procedure in simple steps](https://tallyfy.com/write-standard-operating-procedure-sop/): If your organization is experiencing a lot of growth, you will need to start coming up with procedures to make sure the new employees do their job right. The best way to do this is by writing and implementing standard operating procedures. Here is how to do that in 5 easy steps.
- [What is Project Management Office (PMO) & its Benefits](https://tallyfy.com/project-management-office-pmo/): Discover how a Project Management Office (PMO) can boost project success, efficiency, and strategic alignment.
- [Process owners: key to process improvement](https://tallyfy.com/process-owner/): Process owners are essential for successful process improvement. They plan, organize, lead, and control processes while working with other stakeholders. Effective process owners need specialist expertise, people skills, and the ability to drive change. Early involvement and proper tools like business process management software help them succeed.
- [How to use PRINCE2 for project management [5+ principles]](https://tallyfy.com/prince2/): PRINCE2 stands for Projects in Controlled Environments, a flexible project management method used throughout the UK, Europe, and Australia. Learn the seven principles, seven themes, and seven processes that make PRINCE2 one of the two most widely used project management methodologies worldwide, alongside PMP certification.
- [How to write a killer operations manual [5 easy parts]](https://tallyfy.com/operations-manual/): Operations manuals store complete company know-how from procedures to emergency responses, enabling scaling without losing efficiency. This guide covers five essential components including processes, business policies, hierarchy, contacts, and emergency procedures, plus strategies for creating and publishing your manual.
- [Picking from the top 5 BPM tools: features and comparison](https://tallyfy.com/bpm-tools/): Choosing the right BPM tool means evaluating three critical features: drag-and-drop process design instead of complex BPMN, flexible integration capabilities through platforms like Zapier, and reasonable pricing that scales with your business rather than requiring six-figure upfront investments.
- [How to Use Deming's 14 Points to Improve Quality](https://tallyfy.com/demings-14-points/): Deming's 14 points address our approach to quality and productivity and offer us a fresh perspective for an improved approach to quality management.
- [Using Kaizen to continuously improve your business](https://tallyfy.com/kaizen-continuous-improvement/): Kaizen is a Japanese management methodology that helps achieve continuous improvement. Rean on to learn what Kaizen is all about and how you can implement it in your organization.
- [PMBOK in Project Management: Definition and Best Practices](https://tallyfy.com/pmbok/): Project management is a complex science and an art. Find out how PMBOK is used to achieve a best practice framework for project managers.
- [Phases in the Project Management Process](https://tallyfy.com/project-management-process/): The project management process provides a framework for taking on both large and small projects, completing them successfully, doing even better next time.
- [How to Solve Any Problem With Root Cause Analysis?](https://tallyfy.com/root-cause-analysis-rca/): Uncover the secrets of effective problem-solving with root cause analysis. Learn proven techniques to prevent recurring issues.
- [How to improve your business with the Gemba walk](https://tallyfy.com/gemba-walk/): Discover how Gemba walks drive lean improvements and boost efficiency. Learn key steps for success.
- [Increase Efficiency With Business Process Integration](https://tallyfy.com/business-process-integration/): Business process integration allows you to connect different systems together, making your workflows and processes more efficient.
- [Best task automation tools to eliminate grunt work](https://tallyfy.com/task-automation-tools/): These task automation tools can save your company a lot of time, increase productivity and drive growth as a whole. Learn how to use them with our guide and practical examples.
- [Must-have HR tools for any business](https://tallyfy.com/hr-tools/): How you manage your human resources is, at the end of the day, what's going to set your company apart from the competition. To get this right, you can use one of our hand-picked HR tools.
- [Top workflow apps to maximize company productivity](https://tallyfy.com/workflow-apps/): By using your workflows, you are making your business significantly more efficient. These workflow apps help get the best out of your processes - be it through streamlining, automation, or anything in between.
- [Speed up your project with Gantt chart tips](https://tallyfy.com/gantt-chart-project-management/): A Gantt Chart is a bar chart used for visually representing a project's schedule. It is used in project management for illustrating tasks or activities in relation to time. In very simple terms, a Gantt Chart shows which tasks need to be completed and when they must be completed.
- [Using Business Process Transformation to Boost Productivity](https://tallyfy.com/business-process-transformation/): Revolutionize your business processes with AI-powered automation. Boost efficiency and ROI.
- [Practical Ideas to Business Process Improvement](https://tallyfy.com/business-process-improvement-ideas/): Getting started with business process improvement (BPI) can be tough - especially since most information on the topic is theory-based. To help kick-start your BPI initiative, we have compiled a list of 8+ practical business process improvement ideas, all of which you can start using immediately!
- [Know Your Customer (KYC) - Protecting business and customers](https://tallyfy.com/know-your-customer-kyc/): KYC requirements protect both banks and their customers from fraud and money laundering. Here's how the process actually works.
- [Solving problems with the eight disciplines (8D)](https://tallyfy.com/eight-disciplines-8d/): Eight disciplines or steps guide you through the problem-solving process, eliminating the causes of issues, and building a stronger organization.
- [Top 9 Business Process Modeling Methods](https://tallyfy.com/business-process-modeling-techniques/): To get the most out of processes, you need to have them mapped out. These business process modeling techniques help transform your processes into flowcharts, allowing for easy improvement and optimization.
- [How to improve business processes with practical ideas](https://tallyfy.com/improve-business-processes/): For most organizations, there is a lot of room for improvement in their business processes. Learn how to improve business processes and boost productivity with our guide.
- [6 Essential Change Management Models for Innovation & Growth](https://tallyfy.com/change-management-models/): Successfully managing change is important to the long-term success of any organization. Over 70% of such initiatives, however, fail. Use these 6 essential change management models to make your organization succeed and stand out.
- [How PDCA Cycle Can Improve Process Efficiency](https://tallyfy.com/pdca-cycle/): PDCA (Plan-Do-Check-Act), also known as the Deming cycle, is a four-step loop used for achieving continuous process improvement. PDCA involves coming up with process improvement ideas, testing them and implementing them across the organization.
- [14 best brainstorming tools for enhanced creativity](https://tallyfy.com/brainstorming-tools/): Discover a curated list of 14 brainstorming tools that boost creativity and collaboration in your team. Start generating ideas effectively today.
- [10 brainstorming techniques to spark creativity](https://tallyfy.com/brainstorming-techniques/): Looking for proven brainstorming techniques to boost creativity? Explore these 10 methods that help spark innovative ideas within your team.
- [How to do process improvement with as-is and to-be processes](https://tallyfy.com/as-is-to-be-business-process/): The As-Is process is the current state of a process, while the To-Be is the future state. The two process states help with understanding how the process works, as well as how to make improvements to it.
- [How to document and implement a to-be business process](https://tallyfy.com/to-be-business-process/): The to-be business process is the future state of an as-is process. After documenting and analyzing an as-is process, you create a to-be process map to visualize potential improvements. Learn how to document, implement, and track your to-be business processes effectively.
- [How to map and analyze an as-is business process](https://tallyfy.com/as-is-business-process/): Documenting the as-is business process is the essential first step for process improvement. Understanding current processes through employee input and process mapping reveals inefficiencies and opportunities. The as-is analysis identifies problems and guides the transition to an improved to-be process state.
- [All you need to know about UML diagrams - types and 5+ examples](https://tallyfy.com/uml-diagram/): A UML diagram is based on the Unified Modeling Language for visually representing a system along with its main actors, roles, actions, artifacts or classes. Learn about the 14 different types of UML diagrams, their uses, and which tools to use for creating them.
- [Improve company efficiency by streamlining business processes](https://tallyfy.com/streamline-improve-business-process/): Streamlining business processes improves efficiency through process mapping, analysis, and optimization. This four-step approach removes unnecessary steps, adopts better methodologies, or implements new technology to increase profits, boost employee morale, and deliver happier customers through reduced defects and faster delivery.
- [What is onshore outsourcing: definition and benefits](https://tallyfy.com/onshore-outsourcing/): Onshore outsourcing contracts firms or freelancers in your own country, offering advantages over offshore alternatives. Discover nine key benefits including easier communication, better quality control, cultural alignment, and how local outsourcing can actually reduce costs while supporting domestic job creation.
- [All you need to know about APQP process: definition, steps and benefits](https://tallyfy.com/apqp-process/): APQP prevents the 70% failure rate that plagues product launches by building quality into every phase from planning through production. The five-phase framework reduces time-to-market by 47% while meeting quality targets 54% more often. Modern digital tools solve the checkbox mentality by providing real-time tracking and visibility.
- [Effective Change Management Process: 9 Essential Steps](https://tallyfy.com/change-management-process/): Change management, regardless of the scale, is hard. Learn how to carry out a successful change management process with our guide.
- [What is statement of work (SOW) in project management](https://tallyfy.com/statement-of-work-sow/): A Statement of Work is a legally binding document that specifies project deliverables, timelines, responsibilities, and acceptance criteria for vendor or internal team activities. This essential project management tool defines purpose, scope, tasks, payment schedules, and quality standards to ensure all parties understand expectations.
- [How to determine the root cause of any problem with 5 Whys](https://tallyfy.com/5-whys-analysis/): The 5 Whys technique uncovers root causes by asking why repeatedly until reaching the true source of problems. Most organizations stop at symptoms, missing the deeper issues that cause 87% of problems to resurface within 90 days. By fixing root causes instead of surface symptoms, teams achieve compound improvements and prevent problems from recurring.
- [Best tools for managing remote teams](https://tallyfy.com/remote-team-tools/): To run a successful remote team, you need to use the right tools. Learn which tools are right for which business function with our complete round-up.
- [8+ workflow examples from different industries](https://tallyfy.com/workflow-examples/): Process (or workflow) management and automation is something that can benefit just about any business, considering the countless benefits it offers. The hard part, though, is figuring out which of your business processes can be streamlined or automated. Here are 10+ most common workflow examples from different industries.
- [Process vs procedure: what is the difference?](https://tallyfy.com/procedure-vs-process/): Processes define what needs to be done while procedures specify how to do it. A process shows the series of tasks transforming inputs into outputs. A procedure details who is responsible, when tasks occur, and specifications for each step. Understanding this distinction helps businesses document workflows effectively and maintain quality through clear, repeatable guidelines.
- [How and Why Use Milestones in Project Management](https://tallyfy.com/milestones-project-management/): Why set project milestones? Learn how milestones help with realistic planning, team coordination, and motivation, plus how to set SMART milestones that keep projects on track.
- [The 7 wastes of lean manufacturing](https://tallyfy.com/7-wastes-lean/): We identify the 7 wastes practitioners of Lean Manufacturing strive to eliminate, and look at how even service companies can implement the concept.
- [Total Quality Management (TQM): Definition and principles](https://tallyfy.com/total-quality-management-tqm/): Total Quality Management (TQM) can be the difference between a good and a great organization. Learn about what it is, how to implement it, and how it matters.
- [Workflow diagram definition and examples](https://tallyfy.com/workflow-diagram-2/): The workflow diagram is a visual representation of your business processes, allowing for easier analysis and process improvement.
- [Top 15+ software documentation tools to boost your productivity](https://tallyfy.com/software-documentation-tools/): One of the hardest parts of writing software is documenting it. In order to write good software documentation, you need to use the right software documentation tools.
- [Supplier onboarding essential checklist and best practices](https://tallyfy.com/supplier-onboarding/): When you start working with new suppliers, supplier onboarding is an essential first step. The alternative is a stressful, ad-hoc process that could result in a breakdown of relations, loss of productivity, and lost income. Proper onboarding allows you and your suppliers to enter a business relationship with clear expectations.
- [What is Case Management: Optimize Workflow with Case Management Software](https://tallyfy.com/case-management/): What is case management, and how can it help businesses outside of the legal and medical professions? Find out more.
- [What is cost of quality and how does it work?](https://tallyfy.com/cost-of-quality/): Cost of Quality is a widely misunderstood concept. There is much more to it than a higher price tag on higher quality goods! Find out why it matters to you.
- [What is Compliance Management and Why It's Important](https://tallyfy.com/what-is-compliance-management/): You have read the stories. Executives can end up in jail. Businesses close their doors after lawsuits. Compliance management could save the day. Find out why.
- [Organizational Strategy: Definition and Examples](https://tallyfy.com/organizational-strategy/): Organizational strategy is a dynamic long-term plan mapping the route to your goals. Learn how to set SMART goals, choose between Porter's three generic strategies, and develop functional strategies across finance, marketing, sales, production, and human resources to achieve your vision.
- [Understanding Offshore Outsourcing: Definition and Key Benefits](https://tallyfy.com/offshore-outsourcing/): Offshore outsourcing takes outsourcing a step further. Find out why some of the world's most successful companies are taking certain functions offshore.
- [5W2H: a simple project management framework](https://tallyfy.com/5w2h/): The 5W2H method ensures action plans succeed by answering seven key questions: what, why, where, when, who, and how much. This simple framework transforms ideas into coordinated, time-bound actions with clear accountability. Originally developed for business process improvement, it works equally well for meeting minutes and project implementation.
- [Quick Guide to Design Failure Mode & Effect Analysis - DFMEA](https://tallyfy.com/dfmea/): How does one go about conducting a DFMEA? Use this quick guide to understand the process, its aims, and how to use it as an effective risk-mitigation tool.
- [How to pass a PCI compliance audit](https://tallyfy.com/pci-compliance-audit/): A PCI compliance audit tests your company's card security practices to see if your clients' information is safe. Find out what to expect and how to pass it.
- [How to do a Project Status Report and What To Include](https://tallyfy.com/project-status-report/): How should you go about preparing a project status report? Use our free checklist to keep you on track and get some great tips to simplify your task.
- [Project Risk Management: All You Need to Know - Tallyfy](https://tallyfy.com/project-risk-management/): Project risk management is the practice of analyzing, evaluating, and responding to anything the threatens to derail your project.
- [RACI Matrix: Complete Guide to Responsibility Assignment](https://tallyfy.com/raci-matrix/): RACI matrix is a responsibility charting tool that specifies not only who is responsible for a given task, but also the role of each person involved in it.
- [Business Process Outsourcing (BPO): A Complete Guide](https://tallyfy.com/business-process-outsourcing-bpo/): Business Process Outsourcing (BPO) is the outsourcing of a specific business function. Learn how it works with our complete guide!
- [Business process analysis: Definition, techniques, and examples](https://tallyfy.com/business-process-analysis/): Business process analysis is an analysis method that helps to increase the efficiency and effectiveness of a process to better achieve its end goal.
- [6 fun team building games that your employees will not hate](https://tallyfy.com/team-building-games/): Team building games can be a fun way to build workplace unity and help employees learn how to resolve conflict, work together, and boost employee morale.
- [Voice of the Customer: Definition, Benefits and Tips](https://tallyfy.com/voice-of-the-customer/): Discover how to capture customer voice and improve satisfaction. Learn key strategies for smooth customer engagement across touch points.
- [Project Onboarding: How to Implement & Why It Matters](https://tallyfy.com/project-onboarding/): Project onboarding gives new team members the opportunity to reach a common understanding about the project and the desired deliverables.
- [How to Launch a Project Successfully: A Step-by-Step Guide](https://tallyfy.com/project-kickoff/): A project kickoff is, essentially, how you start your project - and it is an essential step in ensuring long-term success for the initiative.
- [Business Process Modeling Definition, Benefits & Techniques](https://tallyfy.com/business-process-modeling/): Business process modeling is a visual representation of a company's operations, outlining its current procedures & providing a foundation for streamlining and optimization.
- [SIPOC diagram: definition and steps of a SIPOC diagram](https://tallyfy.com/sipoc-diagram/): SIPOC diagram (Suppliers, Inputs, Process, Outputs, and Customers) is a Six Sigma tool used for documenting business processes.
- [ISO audit - Everything you need to know about ISO audit](https://tallyfy.com/iso-audit/): Nothing verifies your commitment to quality as credibly as your ISO audit and ISO certification. What do you need to know before you begin?
- [A complete guide to business process standardization](https://tallyfy.com/business-process-standardization/): Business process standardization means creating a best-practice way of carrying out a process and enforcing it as standard across the organization.
- [Top 8 Six Sigma tools for effective change management](https://tallyfy.com/six-sigma-tools/): Six Sigma tools are an essential part of any business process improvement initiative. By identifying flaws and weaknesses in your processes, they allow you to significantly improve the efficiency of your business.
- [Employee Onboarding Strategy & Tips for Employee Onboarding](https://tallyfy.com/employee-onboarding-strategy/): The right employee onboarding strategy will significantly reduce employee turnover, saving your business 5-figure expenses.
- [Picking the right digital workflow software - 5 must-have features](https://tallyfy.com/digital-workflow-software/): Digital workflow software transforms manual, paper-based processes into automated digital systems that dramatically increase efficiency and reduce errors. Discover five essential features including cloud-based technology, customizable notifications, and analytics dashboards to look for when choosing the right workflow management solution for your business.
- [Complete guide to helping team decision making](https://tallyfy.com/team-decision-making/): Team decision making is effective because the variety of skills and perspectives can lead to something much greater than what one individual come up with.
- [Top 10 Strategies for Successful Sales Management - Tallyfy](https://tallyfy.com/sales-management/): Sales management involves leading the company sales team, generating higher profits and revenue, and hitting sales quotas.
- [Business Process Optimization: Complete Guide with Examples](https://tallyfy.com/business-process-optimization/): Business Process Optimization is the re-evaluation & improvement of company processes as a means of increasing efficiency
- [Business Process Design (BPD): What It Is and How It Works](https://tallyfy.com/business-process-design/): Business process design or BPD is a procedure in which companies identify all processes and define a plan for each to help boost productivity.
- [Prosperworks vs Pipedrive - A Side By Side Comparison](https://tallyfy.com/prosperworks-vs-pipedrive/): Compare side by side Prosperworks vs Pipedrive. Analyze their features to select the best CRM software for your business.
- [Pipedrive vs Salesforce - Best CRM to Manage Your Sales](https://tallyfy.com/pipedrive-vs-salesforce-crm/): Compare Pipedrive vs Salesforce. Analyze their features side by side to choose the best CRM software to manage your sales.
- [Value Stream Mapping: Definition, Steps and Examples](https://tallyfy.com/value-stream-mapping/): Value stream mapping is a tool you can use when looking at ways to implement lean manufacturing principles. Find out how to make and use value stream maps.
- [Tallyfy - Examples and definition of intelligent automation](https://tallyfy.com/intelligent-automation/): Discover how AI and automation revolutionize business processes for enhanced efficiency and decision-making.
- [How to create a business process map](https://tallyfy.com/business-process-mapping/): Business Process Mapping is an essential part of any process improvement strategy, so here is our step by step guide to doing it successfully.
- [What is a workflow? A beginner guide](https://tallyfy.com/what-is-a-workflow/): A workflow is a series of sequential tasks that need to be completed in order to reach a certain goal, such as onboarding an employee, or approving documents.
- [Business Process - Definition, Steps and Examples](https://tallyfy.com/business-process/): Defining a business process and providing business process examples with structured steps for any process improvement initiative
- [Professional services automation: definition and use-cases](https://tallyfy.com/professional-services-automation/): Professional services automation is what differentiates the good service-company from the OK. Using professional services automation (PSA) software, your company can make your interaction with the clients much smoother for both parties.
- [Managing regulatory change - A guide with practical tips](https://tallyfy.com/managing-regulatory-change/): Change is hard, especially when it comes top-down from the government. Learn the ins and outs of managing regulatory change with our guide!
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- [Guide to the employee offboarding process](https://tallyfy.com/offboarding-process/): An employee has resigned. What process should you follow to ensure a smooth employee offboarding process? Use this step-by-step process.
- [How to write a winning project proposal](https://tallyfy.com/project-proposal/): A project proposal will make or break your attempt to win a new client, so here is your essential guide to getting to the top of the pile.
- [What is a Project Charter? Definition & Examples of Project Charter](https://tallyfy.com/project-charter/): Unlock project success: Learn how a well-crafted charter sets the stage for smooth execution, clear goals, and stakeholder alignment.
- [Service Process: Definition and Types of Service Process](https://tallyfy.com/service-process/): Find out about the service process, what it is, and what types exist. Optimizing the service process could super-charge your business.
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- [Process Architecture: Definition and Examples](https://tallyfy.com/process-architecture/): Even a simple hot dog vendor manages purchasing, quality standards, hygiene, inventory, and change-making processes that all support the core activity. Without understanding full process architecture, businesses waste inputs, energy, time, and space on unnecessary steps that directly erode profits. Benefits include full overview of activities, simplification opportunities, cost cutting, faster response times, automation identification, easier training, and strategic insights.
- [Project Portfolio Management (PPM) - Master Best Practices](https://tallyfy.com/project-portfolio-management/): Maximize project value and strategic alignment with effective portfolio management. Learn key steps and best practices.
- [The Omni-Channel Experience: Definition and 5 Examples](https://tallyfy.com/omni-channel-experience/): What is the omni-channel experience, and will it help your business to grow its profits? We look at its successes, perils, and pitfalls.
- [What is process documentation (and how to do it)](https://tallyfy.com/process-documentation/): Process documentation creates flowcharts showing exact steps needed to carry out a business process. This systematic approach helps companies train employees, identify inefficiencies, and enable continuous improvement. Unlike undocumented workflows where knowledge exists only in peoples heads, process documentation ensures consistency and preserves institutional knowledge across the organization.
- [All You Need To Know About PERT in Project Management](https://tallyfy.com/pert/): Using PERT in project management offers businesses a visual analysis of the time required to complete a project.
- [What is operational risk management - definition and core concepts](https://tallyfy.com/operational-risk-management/): Operational Risk Management is a methodology for identifying, assessing, measuring, and mitigating business risks. Learn the three levels of ORM, the four key stages from risk identification to monitoring, and the benefits of implementing a comprehensive risk management strategy. Discover how to protect your organization from operational failures.
- [How to pick the best BPM solutions [5 must-have features]](https://tallyfy.com/bpm-solutions/): BPM solutions digitize and automate your business processes, eliminating email chaos and manual task tracking. Modern cloud-based tools offer instant setup, transparent pricing, and intuitive interfaces, contrasting sharply with traditional enterprise solutions that require months of implementation and expensive training.
- [BPM vs workflow: what's the difference?](https://tallyfy.com/bpm-workflow-difference/): BPM and workflow management software share similar core features but differ dramatically in implementation. Traditional BPM requires months of setup and six-figure investments, while modern workflow management offers instant cloud-based registration and affordable per-user pricing that scales with your team.
- [QuickBooks vs Xero: which accounting software is best?](https://tallyfy.com/quickbooks-vs-xero/): Quickbooks vs Xero are both very popular accounting software. Learn which one is better for your business with our side-by-side comparison!
- [Why Hope is Not a Strategy for Effective Customer Onboarding](https://tallyfy.com/hope-onboarding-customers/): Discover how a strategic onboarding process can boost customer satisfaction, reduce churn, and drive long-term success for your business.
- [How to Use The 6 Stages of the Customer Buying Process](https://tallyfy.com/buying-process/): The customer buying process is the thought process your customers go through before they purchase your product or service.
- [The complete guide to the purchase order process](https://tallyfy.com/purchase-order-process/): Purchase orders are not just bureaucratic paperwork. They create legally binding contracts between buyers and sellers, enable budgeting, manage expectations, and provide audit evidence. Discover the complete purchase order workflow from requisition to delivery, plus automation strategies to eliminate manual errors.
- [What is a Change Request and How to Manage It Effectively](https://tallyfy.com/change-request/): A change request is a proposal to alter a product or system and it is often brought up by the client or another team member.
- [What are knowledge workers?](https://tallyfy.com/knowledge-workers/): Knowledge workers use and apply knowledge in a creative and innovative ways. These individuals often have a high level of education and experience.
- [Team building - complete guide to team building activities](https://tallyfy.com/team-building-activities/): Team building activities are essential for getting your employees to bond. Use these 60+ ideas to conduct team buildings that everyone will LOVE!
- [A complete guide to business process improvement tools](https://tallyfy.com/business-process-improvement-tools/): Business process improvement tools can help you improve upon, automate and simplify any inefficient processes, which leads to lower expenses.
- [How business process management works](https://tallyfy.com/how-bpm-works/): Understanding how BPM works and how it can enable business growth is essential for implementing it within your organisation.
- [Top 5 Reasons Your Business Needs HR Workflow Software - Tallyfy](https://tallyfy.com/hr-workflow-software/): Undecided about whether you need HR workflow software? Here are the five essential processes that you need to be automating right now.
- [The Latest Trends in Business Process Management](https://tallyfy.com/business-process-management-trends/): BPM is more relevant today than ever. Learn about the business latest business process management trends and how they can help your business.
- [Team charter - top tips for creating a successful team charter](https://tallyfy.com/team-charter/): A well-defined team charter is essential to the success of any new or existing team, so here is what you need to include in yours.
- [Best task automation tool - Zapier vs IFTTT](https://tallyfy.com/zapier-vs-ifttt/): Choosing between Zapier and IFTTT for task automation depends on your needs. Zapier offers powerful multi-step workflows and thousands of business integrations with advanced filters for professional use. IFTTT provides simple one-to-one triggers and hundreds of integrations focused on personal tasks and home automation.
- [Best Collaboration Software - Confluence vs Sharepoint](https://tallyfy.com/confluence-vs-sharepoint/): If you are looking for the best collaboration, you are probably stuck choosing between Confluence vs Sharepoint - and we are here to help pick the right one!
- [Continuous process improvement: definition and techniques](https://tallyfy.com/continuous-process-improvement/): Continuous process improvement (CIP) is the ongoing effort to improve product, services or processes through incremental or breakthrough changes.
- [Top Continuous Improvement Tools to Help Drive Growth](https://tallyfy.com/continuous-improvement-tools-growth/): Continuous improvement tools are essential for identifying weaknesses in a process and figuring out possible changes or solutions.
- [7 Basic Quality Tools for Process and Product Improvement](https://tallyfy.com/quality-tools/): The 7 basic quality tools are graphical techniques used for troubleshooting issues related to product or process quality.
- [Employee Onboarding Process: Complete Guide [Bonus Checklist!]](https://tallyfy.com/new-employee-onboarding-process/): Employee onboarding is the first interaction between the company and the employee. Use this checklist to make sure that it goes as well smooth as possible.
- [Microsoft Excel vs Google Sheets: which is best?](https://tallyfy.com/microsoft-excel-vs-google-sheets/): Discover which spreadsheet tool reigns supreme in the Microsoft Excel vs Google Sheets comparison. Compare features, pricing, and capabilities to choose the best spreadsheet software for your needs.
- [Best Flowchart Software - Lucidcharts vs Visio](https://tallyfy.com/lucidcharts-vs-visio/): Find the right graphing tool for your business needs with this comparison of Lucidcharts vs Visio - features, stats, and prices.
- [Best workflow management system - how to pick the best one](https://tallyfy.com/workflow-management-system/): Learn everything you need to know about workflow management systems for growing your business and automating your workflows.
- [Workflow vs process - what is the difference?](https://tallyfy.com/workflow-process/): Workflow and process are often used interchangeably. Is there even a difference between the two, and if so, what is it? In this article, we explain the meaning of each term and outline the minor details that put them apart.
- [What is a sales cycle?](https://tallyfy.com/definition-sales-cycle/): A sales cycle refers to a series of events that occur the moment a salesperson first engages with a prospect until the moment when the sale is made.
- [The Essential Guide to Automating Content Publishing Workflow](https://tallyfy.com/publishing-workflow/): Publishing workflows coordinate every action from content ideation to publication, preventing organizational chaos in editorial processes. This guide covers creating workflows using software tools, automating steps with notifications and deadlines, and managing content creation through editing, design, and final publishing.
- [How to establish a performance improvement plan](https://tallyfy.com/performance-improvement-plan/): A performance improvement plan is a way for you to help your employee succeed by outlining clear performance metrics and a timeline for improvement.
- [How to Effectively Scale Your Startup [5+ Tips and Advice]](https://tallyfy.com/scale-your-startup/): When you scale your startup, you will need to grow the number of your clients and customers, while maintaining the quality of your product or service.
- [Product planning - definition, strategies and examples](https://tallyfy.com/product-planning/): Product planning spans from idea conception to market launch. Learn the critical stages including product conception, market research, introduction, and lifecycle management, plus proven strategies like The Four Gates framework and agile product planning to maximize your chances of success.
- [How to choose the right Six Sigma consultant](https://tallyfy.com/six-sigma-consultant/): Most Six Sigma projects fail to meet objectives, making consultant choice critical. New consultants charge $1,000-2,000 daily while experienced professionals command $2,500-5,000 per day, with project fees ranging $20,000-100,000. Interview multiple candidates, check references with other business owners, and prioritize culture fit over credentials alone.
- [Six Sigma software: definition, types and uses](https://tallyfy.com/six-sigma-software/): Six Sigma software can help you pinpoint and cut down on inefficient processes. Learn how different Six Sigma software works and what are their uses.
- [A guide to business process reengineering](https://tallyfy.com/business-process-reengineering/): Business Process Reengineering is a strategy that tears down and recreates business processes, with a goal to reduce manufacturing errors and expenses.
- [Employee Orientation: How Employee Orientation Benefits Company Health](https://tallyfy.com/orientation-benefits/): Well-executed employee orientation benefits an organization in numerous ways, from boosting business growth to lowering turnover.
- [Customer experience: a step-by-step guide](https://tallyfy.com/customer-experience/): A good customer experience strategy can make your customers fall in love with your business. Learn how with this all-in-one guide.
- [Why workflow is important for your business - 6 reasons](https://tallyfy.com/why-workflow-is-important/): Workflows streamline repeatable tasks while minimizing errors to dramatically improve business performance. Mapping processes provides clear top-level insight into operations, revealing whether processes are as good as they could be. Micromanagement is the biggest reason employees quit jobs according to Forbes research, but workflows increase accountability and reduce constant oversight by making responsibilities clear to everyone.
- [Tips for Creating the Perfect Startup Team: 3 Archetypes](https://tallyfy.com/perfect-startup-team/): If you have the perfect startup team, you're already half-way to success. Learn what types of people you'd need to get your company off on the right foot.
- [Automating incident alert management with efficient workflows](https://tallyfy.com/incident-alert-management/): Incident alert management is the planned approach to establishing communications with key personnel in a business or technical emergency
- [What is tribal knowledge and how do you capture it?](https://tallyfy.com/tribal-knowledge/): Over a quarter-million Baby Boomers turn 65 monthly, taking decades of undocumented processes with them when they retire. Tribal knowledge creates job security when employees intentionally position themselves as the only person who can fix problems. Documentation must close the knowledge gap before critical knowledge walks out the door.
- [High-Value Customer: Definition, Acquisition & Retention](https://tallyfy.com/high-value-customer/): A High-value customer is not just any customer - they're your brand advocate. They tend to represent a big chunk of your business and growth.
- [How to use deep learning in business](https://tallyfy.com/deep-learning-business-applications/): There are a lot of deep learning business applications, some of which are still in development. Learn how companies use deep learning today!
- [The essential guide to onboarding remote employees](https://tallyfy.com/onboarding-remote-employees/): Structured onboarding increases retention by 58% according to Wynhurst Group's study. This guide covers the four critical topics for remote success: hiring self-directed employees for independent work, using essential tech like DocuSign, Slack, and Toggl for time tracking, establishing daily stand-ups across time zones, and creating culture through company swag, chit-chat time, and annual in-person meetups.
- [Proven methods on how to improve employee buy-in](https://tallyfy.com/improve-employee-buy-in/): Struggling to get employees to carry your vision? Here is a quick guide to overcoming the obstacles for employee buy-in within your business.
- [Website launch SEO checklist](https://tallyfy.com/seo-checklist/): Ready to launch your new website? Jump-start your growth with this updated SEO checklist covering essential best practices.
- [How to stop email overload [10+ actionable tips]](https://tallyfy.com/stop-email-overload/): Over half of business users check email six or more times daily, with professionals spending nearly an hour managing email overload. Tools like Unroll.me bulk promotional emails into one message, while Sanebox splits emails into important versus promotional categories. France banned after-hour emails country-wide, while Atos CEO eliminated internal email entirely using social networks instead.
- [Top business automation tools for growth](https://tallyfy.com/business-automation-tools/): Top Business Automation Tools that can help you grow your business - including social media, project management, document management, and communication tools.
- [20+ Gmail Addons for Professional & Personal Use](https://tallyfy.com/gmail-addons/): With these Gmail Addons, you can super-charge your E-mail with features such as E-mail tracking, inbox & task management, and others.
- [A step by step guide to onboarding new clients](https://tallyfy.com/onboarding-new-clients/): Nearly one in four consumers abandon apps after just one use due to ineffective onboarding. Gartner Group research shows 80% of future profits come from 20% of existing clients, making retention critical. Successful onboarding requires personalized welcomes, understanding client expectations through surveys, outlining scope collaboratively, and maintaining contact after a month.
- [Customer Value: What is Customer Value and How to Create It?](https://tallyfy.com/customer-value/): Customer value is the extent of which they are satisfied with your service or product. Learn how it works and apply it to your business.
- [Tips to Reduce Operational Costs of Your Business](https://tallyfy.com/reduce-operational-costs/): All businesses want to reduce operational costs, but most of them don't know how. Learn how with these 5 simple, actionable tips!
- [Lean Vs Six Sigma - What are the differences and benefits of each](https://tallyfy.com/lean-vs-six-sigma/): Lean manufacturing is a systematic way of eliminating waste, while Six Sigma is a set of techniques aimed at reducing the rate of defects.
- [How to track people and improve productivity?](https://tallyfy.com/simple-ways-track-people-productivity-organization/): Want to make sure your team is putting forth their best effort, keeping growth on track? Here are some simple methods to track people and boost productivity
- [Tips to Perfect Your Sales Handover Process](https://tallyfy.com/sales-handover/): In the sales handover, the marketing team delivers leads to the sales department, which then qualifies and follows up on the leads
- [Launching a new product - The ultimate guide](https://tallyfy.com/launching-a-new-product/): Launching a new product is the time period when a company introduces its first product or an addition to already existing products into the marketplace.
- [Proactive management - how to make better business decisions](https://tallyfy.com/proactive-management/): Proactive management means planning six months ahead, not 11 months into a one-year runway. Reactive managers get trapped in a self-perpetuating feedback loop where one problem forces reactive decisions, creating more problems due to lack of planning, leading to constant firefighting with lower work quality and hindered decision-making.
- [Content marketing checklist with actionable tips](https://tallyfy.com/content-marketing-checklist/): Use this updated content marketing checklist to create a documented content strategy to make you stand out over the competition.
- [Tips to improve customer delight with knowledge base software](https://tallyfy.com/improve-customer-delight-knowledge-base-software/): Need knowledge base software for your business? Check out the benefits to your team and customers, and how to create the best customer experience
- [10+ Process Improvement Examples to Drive Growth](https://tallyfy.com/process-improvement-examples/): Process improvement prioritizes effectiveness over efficiency because highly efficient processes may still fail to achieve business goals. Six Sigma targets 99.9966% quality through root cause analysis. LEAN manufacturing, pioneered by Toyota, eliminates waste based on customer value. Cross-training employees prevents bottlenecks from sick days and vacations, while regular employee surveys reveal hidden improvement opportunities they see daily.
- [The Impact of Peter Drucker on Management Theory](https://tallyfy.com/peter-drucker/): Peter Drucker, the Father of Modern Management, believed management is a liberal art requiring psychology, science, and ethics. He coined key terms like knowledge worker and management by objectives, and taught that organizations should develop people intellectually and morally.
- [What is an Enterprise Application?](https://tallyfy.com/enterprise-application/): Enterprise Application system is software meant to make communication and collaboration between departments in a large enterprise smooth and efficient
- [How to Make Office Politics Work for You](https://tallyfy.com/office-politics/): Office politics is the process of learning how to manage differences and the strategies people use to gain advantage or support at work.
- [What is a client intake process?](https://tallyfy.com/client-intake/): The client intake process is the path that you follow after you have attracted a potential client: establishing rapport and building a relationship.
- [What is Business Process Modeling and Notation (BPMN)](https://tallyfy.com/bpmn/): Understanding Business Process Model and Notation BPMN, the standardized method for mapping business processes. Learn how BPMN symbols, elements, and techniques make process maps universally understandable for employees, management, and consultants.
- [What is process consulting?](https://tallyfy.com/process-consulting/): Process consulting uses coaching and mentoring to help teams solve their own problems when growth creates complexity. Success requires hard data showing how processes work in reality (not just on paper), plus commitment to continuous improvement - much like a Kaizen Event approach.
- [Business Process Engineering: Definition and Tips for Success](https://tallyfy.com/business-process-engineering/): Business process engineering is meant to improve efficiency and help businesses to realize their goals. Find out how it works and how to do it successfully.
- [Digital strategy consulting firm chooses Tallyfy for workflows](https://tallyfy.com/digital-strategy-consulting/): A NY based digital strategy consulting firm is growing via effective utilization of people, data & digital capabilities with Tallyfy.
- [How to scale your business operations](https://tallyfy.com/scaling-your-business/): Scaling your business is possible with a growing amount of sales in a cost-effective manner. Sales grow but expenses stay low - if you scale well.
- [How to create killer content marketing strategies](https://tallyfy.com/content-marketing-strategies/): In order to create successful content marketing strategies, you need to develop a consistent workflow that runs your content strategies.
- [Kaizen event - step-by-step guide to continuous improvement](https://tallyfy.com/kaizen-event/): A Kaizen event is a five-day team workshop with a specific goal for improving a business process and minimizing waste within an organization.
- [Stressed at work? 8 simple ways to manage work stress](https://tallyfy.com/stressed-at-work/): Struggling with being stressed at work? Use these simple techniques to take back control of your day, boost productivity, and eliminate stress.
- [Ultimate Guide to Customer Success & How to Achieve It](https://tallyfy.com/definition-customer-success/): Discover the models to customer success, the elements you should incorporate, and how to focus your efforts to drive revenue growth.
- [What is a Human Capital Strategy?](https://tallyfy.com/human-capital-strategy/): What is a human capital strategy, why do you need it, and how should you formulate it? Discover why a good HR strategy is key to your success.
- [What is a Kanban system?](https://tallyfy.com/kanban-system/): The Kanban System is a way to realize the efficiencies of just-in-time inventory control. Find out where it comes from and where it is going right now.
- [What is customer onboarding?](https://tallyfy.com/definition-customer-onboarding/): Dig into the definition of customer onboarding for SaaS and other business models, including the typical components of successful customer onboarding.
- [What is Design Thinking? A Beginner's Guide](https://tallyfy.com/design-thinking/): Discover the components of the design thinking process & how they can be used to fuel innovation, growth & improved user-centric experiences.
- [Silicon Valley Fundraising: How to start Fundraising in Silicon Valley](https://tallyfy.com/fundraising-in-silicon-valley/): What will influence Silicon Valley investors? We went through 500 Startups and Alchemist Accelerator - learn our tips to fundraise in Silicon Valley.
- [The Role of Business Process Management (BPM) within the Internet of Things (IoT)](https://tallyfy.com/bpm-internet-of-things-iot/): With tens of billions of smart devices connected worldwide, IoT generates massive data from fitness trackers, smart meters, and connected devices, but only companies with automated measurement and analysis workflows turn this into product improvements. Amazon Echo orders and smart fridge purchases mean customers expect instant service and same-day delivery, requiring inventory tracking and fulfillment processes most mid-size companies don't have.
- [What is a Fishbone Diagram?](https://tallyfy.com/definition-fishbone-diagram/): What is a fishbone diagram? Find out what it is, how to create a fishbone drawing - and how it can help you to trace and solve problems at their source.
- [Low-code BPM software vs BPM software](https://tallyfy.com/low-code-bpm/): Low code BPM allows you to create processes and customize business process management apps without any in-depth knowledge of programming.
- [What is a process map?](https://tallyfy.com/process-map/): Process maps visually depict how inputs become outputs through workflow steps. They help understand processes, train employees, identify bottlenecks, and eliminate duplication. High-level maps show core processes while low-level maps detail specific tasks, creating clear accountability and improving efficiency throughout your organization.
- [How Greetabl use Tallyfy to scale internal and ecommerce operations](https://tallyfy.com/greetabl/): Read about how Greetabl (online one-stop-shop for creatively-curated gifts) use Tallyfy to run and scale their ecommerce operations.
- [What is a Pre-Sales Process?](https://tallyfy.com/definition-pre-sales-process/): The pre-sales process is the set of activities that is carried out before the customer has been acquired and it can help bring in 40-50% of new business.
- [What is total cost of ownership?](https://tallyfy.com/total-cost-of-ownership/): Total cost of ownership equals purchase price plus lifetime operating costs. For IT deployments, hidden costs include installation, migration, licenses, support, training, cyber security, backup systems, utilities for cooling servers, insurance, additional personnel, eventual replacement, and decommissioning. Cloud providers simplify TCO analysis by bundling costs into monthly fees, but you must still verify their track records on downtime, security, and support responsiveness.
- [What is a change control process?](https://tallyfy.com/change-control-process/): Few extensive or long-term projects for clients remain static. The change control process is a formal process in which project changes are finalized.
- [Scale operations with consistent business processes](https://tallyfy.com/scale-operations-consistent-business-processes/): If your company has reached the stage where it's looking to scale operations, maintaining consistency in business processes is crucial to prevent chaos.
- [Service Management vs Process Management: What Are They?](https://tallyfy.com/service-management-vs-business-process-management/): If you are looking to improve your business procedures, here are some things to help you choose between service management vs process management.
- [What is customer experience management?](https://tallyfy.com/customer-experience-management/): What is a customer experience management system? Why do you need it, and how can it help your business to stand out from the crowd?
- [What is DMAIC? Define, Measure, Analyze, Improve, Control](https://tallyfy.com/what-is-dmaic/): DMAIC is a roadmap for business to solve problems. DMAIC is an acronym that stands for define, measure, analysis, improvement, and control.
- [What is a process improvement plan?](https://tallyfy.com/process-improvement-plan/): A process improvement plan documents your strategy for optimizing workflows and eliminating bottlenecks. Learn the ten essential steps to create an effective plan, from selecting processes to testing changes, and ensure employee adoption through visual thinking and co-creation approaches that make improvements stick.
- [Employee onboarding checklist and guide](https://tallyfy.com/employee-onboarding-checklist/): A new hire can go very wrong without an onboarding checklist. Better onboaring of new permanent or contingent employees is critical to reduce churn.
- [How to Make Fewer Mistakes at Work & Boost Productivity](https://tallyfy.com/fewer-mistakes-work-boost-productivity/): Fewer mistakes at work and boosting productivity is top of mind for the very best employees. Such employees are committed to constant improvement.
- [What is a Care Pathway?](https://tallyfy.com/care-pathways/): Care pathway is the standard operating procedure for the health and social care industry. Essentially, it is the step-by-step of how a treatment should be carried out.
- [Eliminate Change Management for Business Process Improvement](https://tallyfy.com/eliminate-change-management/): Discover how to streamline change management for faster, more effective organizational improvements.
- [The ultimate quality checklist for content marketing](https://tallyfy.com/quality-checklist-content-marketing/): A complete quality checklist for content marketing success. Learn essential elements to include, from audience targeting and timing to SEO optimization and fact-checking, ensuring your content achieves business goals and avoids costly mistakes.
- [What is user adoption?](https://tallyfy.com/user-adoption/): Three adoption strategies exist: Big Bang (everyone switches same day for instant change but high risk), Parallel (old and new systems run simultaneously allowing fallback but people resist changing), and Phased (gradual team-by-team rollout that is organized but slower). Strategy choice depends on user count, risk tolerance, training capacity, and system complexity.
- [What is process variation?](https://tallyfy.com/process-variation/): Process variation occurs when processes fail to follow precise patterns, killing predictability and quality. McDonald's and Starbucks succeed through consistency: a Big Mac tastes the same everywhere, and Venti Latte is understood in 55+ countries. When quality issues arise, determine if it is variation (training, equipment, negligence) or if the process itself is fundamentally broken.
- [What is Business Process Redesign (BPR)?](https://tallyfy.com/business-process-redesign/): Business process redesign can be used to reach specific business goals. Find out what it is and how it is implemented.
- [What are SMART goals and objectives?](https://tallyfy.com/smart-goals-objectives/): SMART goals are specific, measurable, attainable, realistic, and time-bound objectives that provide clear direction and increase success rates. This framework helps avoid vague goals, creates actionable plans, and delivers faster results with less stress. George Doran developed this method in 1981 to help managers outline clear paths for achieving business goals.
- [The importance of quality assurance for content marketing efforts](https://tallyfy.com/quality-assurance-for-content-marketing-efforts/): Quality assurance for content marketing starts before creation with proper strategy, planning, and policies. Establish brand guidelines, review processes, and publication procedures. Define KPIs, create checklists for content reviews, and plan promotion strategies to ensure quality content reaches the right audiences at optimal times.
- [What is a Service Level Agreement?](https://tallyfy.com/service-level-agreement-sla/): What is a service level agreement, what should it consist of, and how should it be implemented? Learn everything you need with this article!
- [What is management by exception?](https://tallyfy.com/management-by-exception/): Find out how management by exception can take your business to new heights. How is it implemented? What are its advantages and disadvantages?
- [Using digital process automation to improve your business](https://tallyfy.com/digital-process-automation/): Digital process automation is the key to increased efficiency and agile change management. What is it, and what can it do for your business?
- [What is a standard operating procedure (SOP) and how to write it](https://tallyfy.com/standard-operating-procedure-sop/): SOPs create consistency and accountability across organizations through brief, easy-to-understand documents for routine tasks like customer onboarding, project delivery, and employee training. They take guesswork out of repetitive work, letting you evaluate who did what and hold people accountable without buried-in-head procedures that change with mood swings. Harvard Business Review shows SOPs make businesses more flexible, not rigid.
- [The Basics of Project Management: Key Concepts and Definitions](https://tallyfy.com/project-management/): Discover how effective project management can revolutionize your business. Learn key strategies for success and boost productivity today!
- [What is the Customer Lifecycle?](https://tallyfy.com/customer-lifecycle/): The customer lifecycle is the process your customers go through when they are building a relationship with your company, from the point of initial contact.
- [The benefits of automating human resources operations to transform your business](https://tallyfy.com/automating-human-resources/): How automating human resources processes can lead to a wide range of organizational and financial benefits for your business and its staff.
- [How to Maintain Quality Control in Content Marketing](https://tallyfy.com/quality-control-in-content-marketing/): Content is an essential part of any marketing strategy, but maintaining quality control is crucial. Learn how to ensure your content marketing efforts deliver consistent, professional results through proper planning, structure, and attention to detail.
- [What is a Business Process Consultant?](https://tallyfy.com/business-process-consultant/): A business process consultant is an external consultant who can help improve internal processes in your company. Find out more here about what they do and how they work.
- [How to create a high-converting sales funnel](https://tallyfy.com/sales-funnel/): Discover how to optimize your sales funnel, boost conversions, and drive business growth with data-driven strategies and automation tools.
- [What is workflow analysis?](https://tallyfy.com/workflow-analysis/): Workflow analysis can be used to turn your business into a super-efficient money-making machine. Discover how easy it can be thanks to one simple hack.
- [The 7 stages of the sales cycle explained](https://tallyfy.com/sales-cycle/): A sales cycle refers to a series of events that occur the moment a salesperson first engages with a prospect until the moment when the sale is made.
- [What is Six Sigma?](https://tallyfy.com/what-is-six-sigma/): Six Sigma demands near-perfection with only 3.4 defects per million opportunities - at Three Sigma level, that same pharmacy would have 66,807 defects instead. General Electric saw $300 million increased revenue in first year, while US Army saved over $2 billion in 2007. Implementation uses DMAIC methodology: Define, Measure, Analyze, Improve, Control - but 60% of projects fail without process enforcement.
- [Human in the loop explained](https://tallyfy.com/human-in-the-loop/): How Human In The Loop (HILC) data processing is essential to good practice in machine learning and business automation software development
- [What is process consistency?](https://tallyfy.com/process-consistency/): McDonald's Big Macs taste the same everywhere and Starbucks operates in 55+ countries using the same lingua franca (Venti Latte), proving consistency enables replication and global growth. Research shows disengaged employees have 37% higher absenteeism and 60% more errors, while highly engaged teams get 100% more job applications.
- [What is Client Onboarding?](https://tallyfy.com/definition-client-onboarding/): Client onboarding is the process for welcoming new clients into your business and ensuring they understand the services available to them.
- [What is Customer Retention?](https://tallyfy.com/customer-retention/): Boost retention with proven strategies. Learn how to keep customers coming back and grow your business sustainably.
- [What is nearshoring?](https://tallyfy.com/what-is-nearshoring/): Nearshoring happens when an organization decides to transfer work to companies that are less expensive and geographically closer.
- [Top 8+ benefits of business process management](https://tallyfy.com/benefits-of-business-process-management/): Discover how BPM boosts efficiency, agility and competitiveness. Optimize processes for success.
- [Workflow automation - all you need to know about workflow](https://tallyfy.com/workflow-automation/): Workflow automation is a created series of automated actions for the steps in a business process. It is about improving efficiency in business process.
- [Customer win report: track, analyze and boost sales](https://tallyfy.com/customer-win-report/): Winning new customers can sometimes be a challenging. A customer win report helps your company track new customers that you have won and why you won them.
- [Why customer tracking software matters for your business](https://tallyfy.com/customer-tracking-software/): When your business starts to grow - make sure that you are keeping up with essential information about your customers with customer tracking software.
- [Common intelligent business process management mistakes](https://tallyfy.com/intelligent-business-process-management/): Intelligent business process management takes data available for certain parts of your business and helps you analyze it for better business decisions.
- [Top 10+ features of the right audit management software](https://tallyfy.com/audit-management-software/): Discover how audit management software streamlines processes, boosts efficiency, and enhances oversight. Learn more!
- [How risk assessment software protects your company](https://tallyfy.com/risk-assessment-software/): Information risk assessment software helps your company create a periodic process to check for risks in the most sensitive areas where problems might arise.
- [Customer Onboarding Issues & How to Conquer the Top Issues](https://tallyfy.com/customer-onboarding-issues/): Companies should be aware of the potential problems and issues that can hinder customer onboarding - given that it is critical to retention and loyalty.
- [Transforming Customer Journey to Boost Sales & Loyalty](https://tallyfy.com/customer-journey/): Discover key elements for effective customer journey mapping and optimize experiences. Contact us to know more.
- [Customer First Impressions: Why They Matter & How to Improve](https://tallyfy.com/customer-first-impressions/): Your company's digital interface with potential customers typically occurs first - before they contact you. Customer first impressions are critical.
- [Complete guide to amaze customers with better first impressions](https://tallyfy.com/amaze-customers/): Amaze customers with an awesome first impression - it's your key to growth and customer retention. You only get one chance to create customer amazement.
- [Customer Implementation - Your Product Becoming a Habit](https://tallyfy.com/customer-implementation/): What happens once a customer has purchased your product? Will they feel buyer's remorse? Customer implementation shows them that they made the right choice.
- [What is the Biggest Gap Between Sales and Customer Success?](https://tallyfy.com/customer-onboarding-between-sales-and-customer-success/): Smoothly bridge the gap between sales and customer success to ensure a smooth transition and exceptional client experience.
- [Share your Customer Onboarding Process With Your Customer](https://tallyfy.com/share-customer-onboarding-process/): Develop a successful customer onboarding process by making it transparent and open to your customers. The benefits of sharing it are customer collaboration.
- [How to eliminate waste with approval tracking software](https://tallyfy.com/approval-tracking-software/): Manual approval processes waste time and reduce efficiency through delays, missing data, and lack of standardization. Discover how approval tracking software standardizes workflows, integrates data, speeds up decisions, ensures compliance, and saves your team hours every week through automation and transparency.
- [Common accounts payable mistakes and how to fix them](https://tallyfy.com/accounts-payable/): Discover the most common accounts payable mistakes and learn how to prevent them. From batch invoice entry to late payments and communication failures, protect your business reputation and financial health with proper workflows and dedicated teams that ensure bills get paid accurately and on time.
- [Must-have employee onboarding software features](https://tallyfy.com/employee-onboarding-software/): 20% of employee turnover occurs within the first 45 days on the job. For a positive employee onboarding process - you need employee onboarding software.
- [Common Accounts Receivable Problems and Solutions](https://tallyfy.com/accounts-receivable/): Avoid common accounts receivable problems that damage cash flow. Learn how to manage credit wisely, implement online payments, create penalty systems for late payers, and maintain communication with customers for healthy receivables.
- [Procure to Pay Issues and How to Solve Them](https://tallyfy.com/procure-to-pay/): The Hackett Group research shows a shocking 68% of organizations suffer significant payment delays due to poor supplier data. Common failure points include ordering wrong items, rushing orders without budget checks, damaged shipments without proper notification processes, failure to negotiate best pricing, and incomplete supplier information at payment time.
- [Tips for continuous improvement in customer onboarding](https://tallyfy.com/customer-onboarding-continuous-improvement/): Better customer onboarding creates a first impression that every business should aim to make with its customers - one that explodes and creates referrals.
- [Managing disruptive innovation - Examples of disruptive innovation](https://tallyfy.com/managing-disruptive-innovation/): Discover how disruptive innovation transforms markets and creates new business models. Visit this page to learn more.
- [The Future of Artificial Intelligence Is Coaching - Not Crutches](https://tallyfy.com/future-of-artificial-intelligence/): Discover how AI is reshaping industries and society. Learn about the risks and opportunities of this transformative technology.
- [Streamline Your Sales Process with Task Management Software](https://tallyfy.com/perfect-sales-process/): Discover how to design an effective sales process using task management software. Optimize with Tallyfy's automation.
- [Case Management Software - How Can It Help You?](https://tallyfy.com/case-management-software/): Even if you are running a small business - it is a good idea to get case management software and start using it - before your business starts growing.
- [Customer Success Management: The Psychology of Customer Champions](https://tallyfy.com/customer-success-management/): Unlock customer success: Proactive strategies to boost retention and maximize value. Learn how Tallyfy can help you.
- [Top 5 benefits of automating manual processes](https://tallyfy.com/benefits-automating-manual-processes/): The benefits of automating manual processes for businesses is achieving operational efficiencies at higher quality - which formerly involved far more time.
- [Pillars of an effective lead management process](https://tallyfy.com/effective-lead-management/): The six pillars of an effective lead management process is vital to your marketing and sales efforts. Without them, you're wasting time and losing revenue.
- [What is Outsourcing? Definition and Things to Consider](https://tallyfy.com/what-is-outsourcing/): Outsourcing an opportunity to minimize payroll expenses and decrease costs by hiring an outside contractor or agency to handle a certain business function.
- [The benefits of mindfulness in the workplace](https://tallyfy.com/benefits-mindfulness-workplace/): Mindfulness is the new buzzword when it comes to increasing productivity, emotional intelligence and reducing stress in the workplace.
- [The top benefits of the right audit compliance software](https://tallyfy.com/audit-compliance-software/): Audit compliance software is constantly improving and using the right software for your business can improve your auditing processes and performance.
- [The importance of effective asset risk management](https://tallyfy.com/asset-risk-management/): Effective asset risk management is essential. This relates not only to financial investments, but across all industries and all types of asset.
- [The importance and benefits of employee onboarding](https://tallyfy.com/benefits-of-onboarding-new-employees/): New employees are most vulnerable to quit within the first 18 months, with many leaving after just 4 months without proper support. Replacing a $60,000 employee costs $30,000-$36,000 when factoring in hiring, training, and lost productivity that takes up to 2 years to recover. Effective onboarding during the critical first 90 days dramatically reduces these costs.
- [Improve business process management significantly](https://tallyfy.com/improve-business-process-management/): As expectations continue to shift, it's important to regularly improve business process management within your organization.
- [The biggest problems with process improvement](https://tallyfy.com/problems-with-process-improvement/): Process improvement initiatives often fail despite good intentions. Companies make common mistakes like relying on workshops, making decisions by consensus, averaging data incorrectly, and implementing changes without proper ownership. Understanding these pitfalls helps organizations avoid costly failures and create lasting improvements.
- [How continuous improvement tools enhance business](https://tallyfy.com/continuous-improvement-tools/): Continuous improvement tools help to enhance business processes by providing small improvements over time or big improvements immediately.
- [Productivity apps that will improve your business](https://tallyfy.com/productivity-apps/): Productivity apps help business owners manage overwhelming workloads by streamlining operations and automating tasks. From time management and task tracking to accounting and collaboration tools, the right apps free up your schedule to focus on creative work. Learn which productivity apps solve specific business problems and provide genuine ROI.
- [Customer Onboarding Process: Steps, Best Practices & Tips](https://tallyfy.com/customer-onboarding-process/): For high-touch sales, your customer onboarding process can be complex. Getting a sale is far from for lasting success - onboarding customers is crucial.
- [How to retain customers: 7 proven strategies](https://tallyfy.com/retain-customers/): Many businesses make initial sales and then become complacent with their current customers as they look for more business. You need to retain customers.
- [6 easy ways to build a great team culture](https://tallyfy.com/build-great-team-culture/): Good team culture is hard to achieve. Here are a few tips from the best to help you build great team culture in your organization.
- [Importance of User Experience in Business Process Management](https://tallyfy.com/user-experience-process-management/): Importance of user experience for business process management. Process management a means to an end. End-user experience is a driving force behind process management systems. Reconcile good user experience with business needs for successful process management system.
- [How to Choose a Process Improvement Consultant for Your Business](https://tallyfy.com/process-improvement-consultant/): Choosing the right process improvement consultant requires evaluating competency, cost versus value, and cultural fit. Look for proven track records, strong soft skills, and consultants who teach rather than create dependency. The ideal consultant brings 90 percent communication skills and only 10 percent technical knowledge to transfer expertise to your team.
- [How to improve content marketing processes Tallyfy](https://tallyfy.com/improve-content-marketing-processes/): It's important for growing businesses to continuously improve their content marketing processes in order to compete with their competition.
- [Online legal agency serves more clients by reducing service delivery time](https://tallyfy.com/online-legal-agency-serve-more-clients-reducing-service-delivery-time/): Effective Immigration Consulting cut service delivery time from several weeks to under one week using Tallyfy to organize scattered information across CRMs, note apps, calendars, and paper folders. Complex non-sequential immigration processes like family petitions now use conditional workflows. Time savings enabled serving more clients without overwhelming staff, directly impacting employee performance and application volume processed.
- [5 Essential Steps to Improve Sales Lead Management](https://tallyfy.com/5-steps-improve-sales-lead-management/): Lead management bridges the gap between marketing and sales by nurturing prospects into customers. Only 20 to 25 percent of leads are sales-ready, and 79 percent never convert without proper nurturing. Success requires research, content mapping, nurture strategies, lead scoring, and strategic handoff processes.
- [10 steps to increase customer retention](https://tallyfy.com/increase-customer-retention/): 80% of the average company's future profits will come from 20% of existing clients - so you really need to increase customer retention.
- [What is a prescriptive sales process and why use it?](https://tallyfy.com/prescriptive-sales-process/): A prescriptive sales process is a predesigned, step-by-step guide for sales teams that improves the odds of making a sale. It provides training, documentation, and tools to execute every aspect of the sales funnel consistently and effectively.
- [How to improve communications with customers tips](https://tallyfy.com/improve-communications-keep-customers/): Discover how to boost customer satisfaction and loyalty through effective communication strategies. Learn key tips for success!
- [Top 7 use-cases of customer success software](https://tallyfy.com/benefits-customer-success-software/): A company needs to retain their customer base while slowly adding to it with new customers. This is achieved through easy customer success software.
- [How to use client referrals to grow your business](https://tallyfy.com/client-referral/): To ignite referral growth - repeat clients are what you need. Such clients enable you to grow through a client referral and grow your business quickly.
- [How to automate your content marketing workflow](https://tallyfy.com/content-marketing-workflow/): 91% of B2B marketers are using content marketing. Unfortunately, only 42% feel that they are effective at it. You need a content marketing workflow tool.
- [BPM for small business: key strategies](https://tallyfy.com/successful-business-process-management-smb/): Does business process management make you think of large corporates? You will be surprised to learn that it is for small and medium-sized companies (SMB) too!
- [Six Sigma process - a brief introduction](https://tallyfy.com/six-sigma-process/): Motorola's 1986 initiative reduced product defects to 3.4 per million opportunities using statistical measurements. Most companies operate at 3 Sigma with 66,807 defects per million. Shifting just one Sigma level to 4 Sigma returns massive savings to bottom line, typically generating 20% profit margin growth annually through systematic DMAIC methodology identifying root causes.
- [Continuous improvement: keys to success](https://tallyfy.com/successful-continuous-process-improvement/): The consistent buzz about continuous process improvement has been present for more than three decades - to the point where it is becoming a background hum.
- [Quality Assurance Operations - make workflow smooth](https://tallyfy.com/quality-assurance-operations-workflow-seamless/): Quality assurance operations integrate testing simultaneously with development, eliminating bottlenecks in software release cycles. By running tests alongside coding, teams identify bugs within 48 hours, scale testing across platforms, and release products faster with greater confidence while maintaining high quality standards.
- [Agile process management - a brief introduction](https://tallyfy.com/agile-process-management/): Agile breaks projects into smaller pieces delivered in two-to-four-week iterations, with teams continuously analyzing, designing, coding, and testing simultaneously instead of completing each activity once. Adaptive planning allows duration, budget, content, and quality to vary dramatically while addressing development's biggest problem: too much to do, too little time. Team members blend roles like mini-startup workers rather than narrow specialists.
- [10 steps to launching a successful process improvement initiative](https://tallyfy.com/successful-process-improvement-initiative/): Process improvement initiatives require participation from all employees and focus on building a culture rather than just a program. Success comes from tying improvements to key objectives, requesting employee feedback, optimizing everyday operations, and rewarding employees for engagement. Long-term commitment beats short-term fixes.
- [Streamline Your Content Marketing Workflow: Best Practices and Tips](https://tallyfy.com/publish-content-workflow-software/): Optimize your content marketing workflow with Tallyfy's expert guide. Discover best practices, tools and tips to enhance efficiency.
- [Customer Loyalty: 5 Surprising Facts About Its Importance](https://tallyfy.com/customer-loyalty-importance/): Customer loyalty is a key indicator of an company's success that every executive knows has a significant impact on the company's bottom line.
- [Reasons Customer Referrals are Important for your business](https://tallyfy.com/customer-referrals-matter/): It's always easier when a friend or client recommends your products or services to someone else. This is one of the reasons why customer referrals matter.
- [Checklist Manifesto: summary and key points](https://tallyfy.com/checklist-manifesto/): Discover the power of checklists with our Checklist Manifesto. Learn how to boost efficiency and productivity through effective checklist creation and implementation.
- [More members onboarded and outcomes improved by 50%](https://tallyfy.com/api-track-member-onboarding-client-onboarding-process/): VPOIDS uses Tallyfy's API to help non-profit organizations manage large volumes of member onboarding across multiple software applications over 60-day journeys. By tracking the multi-step process in one place with automated triggers, new members became 50% more likely to become contributing members thanks to better onboarding visibility and intervention.
- [The process collaboration pair makes great organizational DNA](https://tallyfy.com/process-collaboration-pair-makes-great-organizational-dna/): Process and collaboration form organizational DNA when properly intertwined. Collaboration provides access to skills, accelerates innovation, and enables scaling, while processes give structure and direction. Together they create efficient workflows that empower employees and drive job satisfaction without overwhelming bureaucracy.
- [Task vs project vs process management - which is right for you?](https://tallyfy.com/task-vs-project-vs-process-management/): Learn what is the difference between task vs project vs process management software, and which one is the right for your business.
- [Outsourced service provider offers their clients visibility into service for the first time](https://tallyfy.com/outsourced-service-client-facing-account-payables-process/): See how Tallyfy's automation capabilities helped an accounting firm to provide their clients with a seamless and efficient experience.
- [Tallyfy helps the Opera Theatre of St. Louis complete approvals 60% faster](https://tallyfy.com/opera-theatre-of-st-louis-faster-approvals/): Opera Theatre of St. Louis transformed their content approval process using Tallyfy, completing approvals 60% faster. The theatre eliminated paper-based routing bottlenecks, moving from over a week to just 2-3 days for document reviews. Simultaneous collaboration replaced sequential handoffs, bringing accountability and efficiency to their flagship program book production.
- [What is Policy Management and Why Is It Important?](https://tallyfy.com/policy-management/): Policy management is an essential part of any large organization, as it sets a standard on how the business can operate at peak efficiency.
- [How to Improve Employee Adoption of Business Process Management Tools](https://tallyfy.com/employee-adoption-business-process-management-tools/): Increase and improve employee adoption of business process management tools. Help your employees using these 6 simple steps.
- [5 ways to reduce waste and build lean business processes](https://tallyfy.com/5-ways-reduce-waste-build-lean-business-processes/): Building lean processes requires standardized, trackable workflows before optimization. Learn how to eliminate the 8 modern wastes, implement 1% daily improvements, and create continuous improvement cultures that actually stick in knowledge work environments.
- [How to Use Adaptive Case Management for Customer Success](https://tallyfy.com/adaptive-case-management/): Cyclops Vapor refused to reverse a bottle cap change despite customer complaints - ordered expensive automated machinery instead. This rigid workflow thinking kills relationships. Adaptive case management means giving employees real autonomy to create custom resolutions, not just choose pre-determined paths. Ritz-Carlton proves it works: employees proactively tilt TVs, place remotes on trays, and offer fresh coffee without being asked.
- [Workflow management vs business process management](https://tallyfy.com/workflow-business-process-management/): Workflow vs Business Process Management - what is the difference, and which one is better for improving efficiency? Read on to find out...
- [Improving investment compliance through process management](https://tallyfy.com/investment-compliance/): Workflow and process management can be extremely helpful as a means of managing investment compliance for hedge funds and other financial organizations.
- [Essential guide to healthcare process management](https://tallyfy.com/healthcare-process-management/): Healthcare is an extremely complex industry - so it's no surprise that good healthcare process management is essential for success in the industry.
- [Employee Onboarding: Why is Employee Onboarding so Important](https://tallyfy.com/employee-onboarding-stakes-high/): Poor employee onboarding is a major contributor to the $37 billion that US and UK employees cost their organizations - annually.
- [How to optimize and improve insurance workflows?](https://tallyfy.com/insurance-workflow/): The nature of business is changing. Competition and SaaS offerings are having a dramatic impact on insurance workflow in companies.
- [Getting started with digital transformation](https://tallyfy.com/digital-transformation/): Empower your business with digital transformation. Learn key strategies to drive innovation and growth.
- [What is Service Design Software and Why You Need It?](https://tallyfy.com/service-design-software/): Service design software allows you to plan and organize your team, allowing you to deliver a much better customer experience.
- [How to Reduce Customer Churn?](https://tallyfy.com/reduce-customer-churn-process-management/): Customer churn is the percentage of customers that cut their subscription to your company within a certain time period. Here are 6 ways to reduce it!
- [Best client management solutions](https://tallyfy.com/client-management-software/): Your client management software should be built on a repeatable process, yet flexible enough to adapt to specific client needs and situations.

## Workflow Templates

Browse 153 free workflow templates:
- **Process Templates**: 134 step-by-step workflow templates
- **Form Templates**: 12 form templates
- **Document Templates**: 7 document templates

Template Categories:
- [All Templates](https://tallyfy.com/templates/): Browse all 153 templates
- [Process Templates](https://tallyfy.com/templates/procedures/): 134 workflow templates
- [Form Templates](https://tallyfy.com/templates/forms/): 12 form templates
- [Document Templates](https://tallyfy.com/templates/documents/): 7 document templates
- [Templates by Industry](https://tallyfy.com/templates/industry/): Browse by industry
- [Templates by Topic](https://tallyfy.com/templates/topic/): Browse by topic

### All Templates

- [A Quick Introduction to Tallyfy](https://tallyfy.comundefined): document template - New to Tallyfy? Anything new can be strange and unfamiliar at first.The good news is - Tallyfy will ...
- [Accessing WiFi](https://tallyfy.comundefined): procedure template - Run this process every time an employee's or guest's device is set up for WiFi connection....
- [Account Reconciliation](https://tallyfy.comundefined): procedure template - Run this process every time an account is being reconciled...
- [Active Funnels](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Active Funnels" Subject to empl...
- [Adjusting Compensation](https://tallyfy.comundefined): procedure template - Run this process any time you want to adjust employee compensation...
- [Affiliate Program](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Affiliate Program" Subject to e...
- [Annual Planning](https://tallyfy.comundefined): procedure template - Run this process everytime you want to create an annual business plan for the company and its employ...
- [App Integrations](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "App Integrations" Subject to em...
- [Approval of Credit Letter](https://tallyfy.comundefined): document template - SAMPLE LETTER Bank of Central AmericaSt.Louis, MO. Customer Name Date Subject: Approval of CreditDea...
- [Archived Advertisements](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Archived Advertisements" Subjec...
- [Asking For Referrals](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Asking For Referrals" Subject t...
- [Authorized Devices](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Authorized Devices" Subject to ...
- [Background Checks](https://tallyfy.comundefined): procedure template - Run this process every time you want to start a new employee background check...
- [Bank Deposit](https://tallyfy.comundefined): procedure template - Run this process every time a bank deposit is made...
- [Benefits Administration](https://tallyfy.comundefined): procedure template - Run this process any time you want to create, update and manage employee benefits in an organisation...
- [Billing Insurance](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Billing Insurance" Subject to e...
- [Budgeting Forecasting](https://tallyfy.comundefined): procedure template - Run this process every time you want to outline the organization's long- and short-term financial go...
- [Business Insurance Quotation Form](https://tallyfy.comundefined): form template
- [Case Studies](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Case Studies" Subject to employ...
- [Cash Collection](https://tallyfy.comundefined): procedure template - Run this process every time a client cash collection process is initiated...
- [Cash flow management](https://tallyfy.comundefined): procedure template - Run this process every time you want to run a cash flow management process...
- [Client Content Approval](https://tallyfy.comundefined): procedure template - This blueprint will walk through this flow where the client (guest) is assigned to approve content: ...
- [Client Onboarding](https://tallyfy.comundefined): procedure template
- [Client Personas](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Client Personas" Subject to emp...
- [Client Visits](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for "Customer Visits" Subject to emplo...
- [Communication Styles](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for Communication Styles Subject to em...
- [Company Culture](https://tallyfy.comundefined): procedure template - Run this process every time you want to talk about your company's culture and why it's important to ...
- [Company Equipment](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Company Equipment" Subject to e...
- [Competitor evaluations](https://tallyfy.comundefined): procedure template - Run this process every time you want to carry out a comprehensive market analysis...
- [Complaint Process](https://tallyfy.comundefined): procedure template - Run this process every time you want to take your staff through a complaint investigation procedure...
- [Credit Card Payments](https://tallyfy.comundefined): procedure template - Run this process every time a client wants to run a credit card payment...
- [CRM Support Ticket Form](https://tallyfy.comundefined): form template
- [Current Advertisements](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Current Advertisements" Subject...
- [Customer Escalations](https://tallyfy.comundefined): procedure template - Run this process everytime a customer is not pleased with an employee interaction and wants someone ...
- [Customer Relationships](https://tallyfy.comundefined): procedure template - Run this process every time you want to take employees through customer relationships subject...
- [Customer Testimonials](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for "Customer Testimonials" Subject to...
- [Customer Testimonials](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for "Customer Testimonials" Subject to...
- [Customer/Patient Notes](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Customer/Patient Notes" Subject...
- [Daily/Weekly Tasks](https://tallyfy.comundefined): procedure template - Use this blueprint to delegate and manage daily and weekly tasks for various departments.All steps i...
- [Decision making hierarchy](https://tallyfy.comundefined): procedure template - Run this process every time you want to take your employee through the company's decision making hie...
- [Design Standards](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Design Standards" Subject to em...
- [Device Troubleshooting](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Device Troubleshooting" Subject...
- [Direct Mail Campaigns](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Direct Mail Campaigns" Subject ...
- [Disciplinary Action](https://tallyfy.comundefined): procedure template - Run this process every time you want to open a disciplinary action against an employee...
- [Discounts and Volume Pricing](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Discounts & Volume Pricing" Sub...
- [Drawing from line of credit](https://tallyfy.comundefined): procedure template - Run this process any time you want to borrow a flexible loan from a bank or financial institution...
- [Drop-Shipping](https://tallyfy.comundefined): procedure template - Run this process every time the company receives a drop shipping order...
- [Employee Onboarding - Pre-Start](https://tallyfy.comundefined): procedure template - With this blueprint, you can onboard a new employee and track tasks such as requesting documents, pr...
- [Employee Onboarding](https://tallyfy.comundefined): procedure template - Run this process every time a new employee is being integrated into the company....
- [Employee Onboarding](https://tallyfy.comundefined): procedure template - With this blueprint, you can onboard a new employee and track tasks such as requesting documents, pr...
- [Estimates](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Estimates" Subject to employees...
- [Exit Interview Form](https://tallyfy.comundefined): procedure template - EMPLOYEE EXIT INTERVIEWPURPOSE:The intent of this Exit Interview is to ensure that any employee is i...
- [Expense Claim Request](https://tallyfy.comundefined): procedure template - Use this blueprint to process approvals on expense claims from your employees.Blueprint - Expense Cl...
- [Facebook Ad Creation](https://tallyfy.comundefined): procedure template - This blueprint defines the process of creating a Facebook Ad. With a few edits, you can use this blu...
- [Filing Workers Compensation](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Filing Workers Compensation" Su...
- [Firewall and Security](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Firewall & Security" Subject to...
- [Focus Groups](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for "Focus Groups" Subject to employee...
- [Follow-up Procedures](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Follow-up Procedures" Subject t...
- [Funding Request Form](https://tallyfy.comundefined): form template
- [Google Analytics](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Google Analytics" Subject to em...
- [Help Desk Requests](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Help Desk Requests" Subject to ...
- [House Buyers Information Checklist](https://tallyfy.comundefined): form template
- [Inbound Sales](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for "Inbound Sales" Subject to employe...
- [Incentives and Bonuses](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Incentives & Bonuses" Subject t...
- [Installing From Image](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Installing From Image" Subject ...
- [Internal Purchase Order Request](https://tallyfy.comundefined): procedure template - Use this blueprint to submit and track approval for purchases required for your business.Take a look...
- [Internal Support Request](https://tallyfy.comundefined): procedure template
- [Interview process](https://tallyfy.comundefined): procedure template - Run this process every time you want to start an interview process...
- [Inventory Management](https://tallyfy.comundefined): procedure template - Run this process every time you want to track inventory...
- [Investor Pitch Deck](https://tallyfy.comundefined): procedure template - Run this process every time you want to give employees advice for creating a strong, thorough, and e...
- [Investor relations](https://tallyfy.comundefined): procedure template - Run this process every time you want to take employees through investor relations management subject...
- [Invoice Request Form](https://tallyfy.comundefined): form template
- [Invoicing Client(s)](https://tallyfy.comundefined): procedure template - Run this process every time an invoice is generated for a client...
- [Issue Tracking](https://tallyfy.comundefined): procedure template - Use this blueprint to better manage issue report and resolve process for your product/app....
- [IT Access Setup](https://tallyfy.comundefined): procedure template
- [Job Requisition Form](https://tallyfy.comundefined): form template
- [Keyword Research](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for "Keyword Research" Subject to empl...
- [Leasing - Tenant Onboarding](https://tallyfy.comundefined): procedure template
- [Leasing - Tenant Onboarding](https://tallyfy.comundefined): procedure template
- [Logins and Passwords](https://tallyfy.comundefined): procedure template - Run this process every time you want to share the company's system logins and passwords...
- [Long-Term Financing](https://tallyfy.comundefined): procedure template - Run this process any time you want to finance any big projects in the company...
- [Manager Reviews](https://tallyfy.comundefined): procedure template - Run this process every time you want to write a manager review...
- [Meeting agendas](https://tallyfy.comundefined): procedure template - Run this process every time you want to take an employee through how to create a meeting agenda...
- [Mission, Vision and Values](https://tallyfy.comundefined): document template - FancyBeans Mission, Vision & ValuesOUR MISSION To inspire and nurture the human spirit – one p...
- [New Email Campaign](https://tallyfy.comundefined): procedure template - Use this blueprint to create and track a new email campaign. This process will help you in tracking ...
- [New Equipment Purchasing](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "New Equipment Purchasing" Subje...
- [New Hire Orientation](https://tallyfy.comundefined): procedure template - Run this process every time a new employee is being oriented into the company...
- [Ordering Business Cards](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Ordering Business Cards" Subjec...
- [Ordering Supplies](https://tallyfy.comundefined): procedure template - Run this process every time you want to order supplies...
- [Outbound Sales](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for "Outbound Sales" Subject to employ...
- [Packaging and Shipping](https://tallyfy.comundefined): procedure template - Run this process every time an order needs to be packaged and shipped...
- [Paid Ad Strategy](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for "Paid Ad Strategy" Subject to empl...
- [Partner Onboarding](https://tallyfy.comundefined): procedure template - Use this blueprint to track and manage partner onboarding process. With a few changes, this blueprin...
- [Performance Evaluations](https://tallyfy.comundefined): procedure template - Run this process any time you want to evaluate employee performance...
- [Phone and Email Scripts](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Phone & Email Scripts" Subject ...
- [Picking and Fulfillment](https://tallyfy.comundefined): procedure template - Run this process every time new customer order(s) have to be picked...
- [Plan Regular Events](https://tallyfy.comundefined): procedure template - Use this blueprint as a checklist to plan and track preparation for regular events such as team lunc...
- [Plan Regular Events](https://tallyfy.comundefined): procedure template - Use this blueprint as a checklist to plan and track preparation for regular events such as team lunc...
- [Podcast Publishing](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Podcast Publishing" Subject to ...
- [Preferred Vendor List](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Preferred Vendor List" Subject ...
- [Preparing statements](https://tallyfy.comundefined): procedure template - Run this process every time you want to prepare any type of financial statement...
- [Price Override](https://tallyfy.comundefined): procedure template - Please launch and complete this process every time you override the price of a product/service. This...
- [Pricing Discount Approval](https://tallyfy.comundefined): procedure template
- [Printing](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Printing" Subject to employees...
- [Process billing](https://tallyfy.comundefined): procedure template - Run this process every time you want to start a process billing process...
- [Product Idea](https://tallyfy.comundefined): procedure template - Use this blueprint to build and track new features/fixes on bugs or a new product design altogether....
- [Product Registration](https://tallyfy.comundefined): form template
- [Product Survey Form](https://tallyfy.comundefined): form template
- [Promotional Materials](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for "Promotional Materials" Subject to...
- [Proposal/Contract Review](https://tallyfy.comundefined): procedure template
- [Proposals](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Proposals" Subject to employees...
- [Purchase Request SOP](https://tallyfy.comundefined): document template - Example ProcurementStandard Operating Procedures 1.Title:Standard Requisition2.Policy6130: Purchasin...
- [Purchasing approval levels](https://tallyfy.comundefined): procedure template - Run this process when you want to take your employees through the company's purchasing approval leve...
- [Purchasing Lists](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Purchasing Lists" Subject to em...
- [Quarterly Planning](https://tallyfy.comundefined): procedure template - Run this process everytime you want to start the company's quarterly planning...
- [Receiving Deliveries](https://tallyfy.comundefined): procedure template - Run this process every time a delivery is being received...
- [Recruiting Talent](https://tallyfy.comundefined): procedure template - Run this process every time a new employee is being recruited...
- [Refund Authorization Form](https://tallyfy.comundefined): form template
- [Remote Access](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Remote Access" Subject to emplo...
- [Request for Quotation Form](https://tallyfy.comundefined): form template
- [Running Payroll](https://tallyfy.comundefined): procedure template - Run this process everytime you want to run payroll...
- [Sales Decks](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Sales Decks" Subject to employe...
- [Sales Lead Qualification](https://tallyfy.comundefined): procedure template
- [Sales Meetings](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Sales Meetings" Subject to empl...
- [Sales Order Template](https://tallyfy.comundefined): document template - [Company Name] Sales order #[100]Date: [Pick the date] To:[Name][Company Name][Street Address][City,...
- [Sales Proposal Template](https://tallyfy.comundefined): document template - Sales Proposal -Template To: Customer Name Customer Company Name Company Location From: Acme CorpMan...
- [Sales Tax](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Sales Tax" Subject to employees...
- [Sexual Harassment](https://tallyfy.comundefined): procedure template - Run this process every time you want to share your company's sexual harassment policy with your team...
- [Social Media Channels](https://tallyfy.comundefined): procedure template - Run this process to provide a description of how the different company social media channels are use...
- [Social Media Policy](https://tallyfy.comundefined): procedure template - Run this process every time an employee is taken through our social media policy and given guideline...
- [Social Media Posting Procedure](https://tallyfy.comundefined): procedure template
- [Social Media Posting](https://tallyfy.comundefined): procedure template
- [Software We Use](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Software We Use" Subject to emp...
- [Standard Invoice Template](https://tallyfy.comundefined): document template - [Your Company] [Select Date]Invoice #1234Bill ToShip ToCustomer[Customer Name] [Company]Customer ID#...
- [Standardized Pricing](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Standardized Pricing" Subject t...
- [Termination Process](https://tallyfy.comundefined): procedure template - Run this process every time you want to start an employment termination process...
- [The Company Blog](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for "The Company Blog" Subject to empl...
- [Trade Shows and Events](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Trade Shows & Events" Subject t...
- [Trade Shows and Events](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Trade Shows & Events" Subject t...
- [Trash and Recycling](https://tallyfy.comundefined): procedure template - Run this process every time one wants to trash or recycle an item...
- [Up-sells and Down-sells](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Up-sells and Down-sells" Subjec...
- [Upgrade Schedule](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Upgrade Schedule" Subject to em...
- [Using Our CRM](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Using Our CRM" Subject to emplo...
- [Vacation Request Form](https://tallyfy.comundefined): form template
- [Vacation Request](https://tallyfy.comundefined): procedure template - Use this blueprint to accept, track and approve vacation requests from employees, contractors or fre...
- [Vacation Request](https://tallyfy.comundefined): procedure template - Use this blueprint to accept, track and approve vacation requests from employees, contractors or fre...
- [Video Editing](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Video Editing" Subject to emplo...
- [Web Designer Client Questionnaire](https://tallyfy.comundefined): form template
- [Webinars](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Webinars" Subject to employees...
- [Website Content Approval](https://tallyfy.comundefined): procedure template
- [Website Update](https://tallyfy.comundefined): procedure template - Use this blueprint when you are planning to create a new web page for a client....
- [Weekly/Monthly Reporting](https://tallyfy.comundefined): procedure template - Use this blueprint to create and track weekly and monthly reports....
- [Work Samples](https://tallyfy.comundefined): procedure template - Run this process everytime you want to give a basic structure for a "Work Samples" Subject to employ...

## Product Documentation

For complete product documentation (separate subdomain content):
- [Product Documentation Index](https://tallyfy.com/products/llms.txt): Links to all product documentation pages
- [Full Product Documentation](https://tallyfy.com/products/llms-full.txt): Complete product docs with full content

Note: The /products/ subdomain contains detailed product manuals, API docs, and technical guides managed separately from this marketing site.

## Product Information

- **Platform**: AI-powered workflow management software
- **Key Features**: Process automation, document management, SOP templates, approval workflows
- **Target Users**: Teams and businesses that need to manage repeatable processes
- **Security**: SOC 2 Type II compliant, bank-grade security

## Topics We Cover

- Workflow Automation
- Business Process Management
- Standard Operating Procedures (SOPs)
- Approval Workflows
- Process Documentation
- Task Management
- Team Collaboration
- Process Improvement

## Social Media

- [LinkedIn](https://www.linkedin.com/company/tallyfy/): Follow Tallyfy on LinkedIn

## External Links

- [Schedule a Demo](https://tallyfy.com/meeting/): Book a demo with our team

## Metadata

- **Generated**: 2026-01-09T04:05:13.464Z
- **Total Posts**: 427
- **Total Pages**: 97
- **Total Templates**: 153
- **Format**: llms.txt v1.0 (links only)
- **Full Content**: [/llms-full.txt](https://tallyfy.com/llms-full.txt)
- **Source**: https://tallyfy.com