What was the core problem you wanted to solve?

We needed an operational strategy to help resolve time management issues, optimize allocation of capacity and accurately forecast work in order to make client related business processes more efficient.

There was a specific stage in the client’s immigration process where it took several weeks to request and gather information, complete forms internally by different people and send the forms to a specific immigration department and chase that it came back. Information about an active client was all over the place. A process would include an employee searching for a document, having to access a web page, selecting a template and finding set instructions and complete it in a specific order – all done by different people or departments.

All of this impacts service delivery time.

What processes do you run on Tallyfy?

Web-based legal services:

• Immigrant visa applications
• Immigration procedures such as family petitions
• Waivers of Inadmissibility
• … and more.

How were you doing these processes before?

It was all over the place – we used CRMs, note-taking apps, electronic agendas, Google Calendar and paper folders.

The considerable time savings to our service delivery time has had a direct impact on every employee’s performance and the number of clients we can serve.

Which other software did you evaluate before you chose Tallyfy?

BPM’s – Bonita, Bizagi, BPMonline, ProcessMaker, ProcessMate and other BPMN-based software.

CRMs / Project management – Insightly, Microsoft Dynamics CRM, Bitrix24, Wrike, Asana, Proprietary CRMs, etc.

Honestly, I don’t remember all their names. I was particularly frustrated with implementation of BPMN 2.0 applications, they seemed too complicated and costly.

I was about to hire a team to help me build something to help the operations for my business, but then I found Tallyfy.

What specific improvements have you seen with Tallyfy to your service delivery time? How has Tallyfy impacted your business?

Organization! We utilized Tallyfy to build out a process geared towards success. Then we just did it, again and again. It’s a thing of beauty.

Decision making in the company is more efficient. The considerable time savings and productivity has had a direct impact on every employee’s performance and the number of clients we can serve.

The stage in the client’s immigration process where it took several weeks, now, we manage all of this in under a week and can take on more clients and work without employees feeling overwhelmed. We are also able to communicate the status of a client’s application much more easily.

What specific features did you like most about Tallyfy? Why?

I like that we can find everything we need in one place, ready whenever it’s needed. We can upload any type of document (Word, Excel etc.), paste links to any webpage or an online form, We can even create our own forms to fill out and put them in a specific sequence in order to help fulfill a specific task within the context of the specific step being taken at the moment.

The conditionals feature for complex workflows is incredibly easy to implement. Tallyfy is not just for sequential tasks, I can define any type of process and know it will be done that way.

In up to 3 sentences, how would you describe Tallyfy to others?

This is the tool you need to organize your and your employees’ work, so you can serve your clients the best way possible. Whether you are a solopreneur or have dozens of employees, you need this tool to help both you and your employees do work they way it should be done and get the results you always want without worrying.

Would you recommend Tallyfy to others? If so, to who, and why?

I believe 90% of small businesses could use Tallyfy for their entire operations. I wish more of my business friends knew about it.

Also, I would recommend Tallyfy to any business that does a lot of routine administrative work for clients in email, Excel, forms and paper folders. I think all services could benefit from using Tallyfy for information collection, checking, handing over to others and tracking approvals are made on time. I can see marketing departments, technicians, programmers, engineers all being able to do critical and everyday tasks in Tallyfy.

I also think people could use Tallyfy to do a massive business project, launch products, code, whatever comes to mind which needs a sequence of steps to perform it. It’s a game changing, system of organization for any small business.

Anything else you’d like to add?

We love it! Keep up the good work!