Tech Company Simplifies Their Production Process with Tallyfy

William van Rossum, marketing specialist and owner of Videotrails describes how Tallyfy gives them control of managing their entire production process and multiple other internal and client facing business processes. William now runs his business with less stress, more direction and proactiveness with the help of process automation with Tallyfy.

Videotrails helps customers know precisely who watches their videos and how. Videotrails has helped numerous European businesses select prospects and leads with the help of its insightful analytics.

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William van Rossum

Owner / Video Marketing Specialist

William van Rossum, owner of Videotrails

What was the core problem you wanted to solve?

As the founder and only employee of the business, it has been difficult to keep track of numerous ongoing projects. My production process requires I keep track of a number of things, including software dev, account, and client outreach. I needed a tool that kept track of everything associated with these things.

Can you list the names of processes you run on Tallyfy?

Tallyfy has made my business’s production process much more organized. From reaching prospective clients, to bettering my service, and ultimately keeping in touch with past/current clients, Tallyfy holds me accountable and ensures I provide a good end-product to customers.

Process Tracker

Tracking processes with Tallyfy.

How was your company doing these tasks and processes before?

Before Tallyfy, my tasks were less repeatable and done on an “as-needed” basis. My business’s production process was inconsistent and unpredictable. The organization Tallyfy creates allows me to do these processes more repeatedly. I used to use Trello, but Trello lacks some features that my business needs, i.e. priorities and statuses. Trello also isn’t geared specifically for repeatable processes.

What other software did you evaluate before you chose Tallyfy? Why did you select Tallyfy?

I considered using, another process management solution, for some time. I found that Tallyfy had the features I needed at a great value.

What specific benefits have you seen in your company?

Tallyfy has destressed my work environment by giving me a clearer picture of everything that’s going on in my company. It has made it easier to put my plans into action by breaking things down into tiny tasks. I first used Tallyfy to finish our 2017 accounting. I broke this end-goal down into tinier tasks and got all my work done on time.

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

Tallyfy’s strengths lie in its simplicity and visual-orientation. Colored process bars make it easy to know the status of each of my tasks, often without even needing to think about it. This allows me to always know what stage I’m at in my production process. My plans also change frequently, so the ability to change the dates assigned to each task is very useful.

Production process layout with Tallyfy.

Tallyfy’s simple design makes it easy to know exactly where you are in your production process.

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

Tallyfy is so good at managing processes because it breaks processes down into smaller tasks. This helps me manage what I’m currently working on and gives insight into what may need to be done in the future. At the end of the day, Tallyfy gives me a feeling of control over the processes involved in my production process.

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

Tallyfy is able to scale up to larger-sized teams. Even loosely connected, possibly multinational, teams can be mended together and more focused through Tallyfy.

What is the main thing that stands out about Tallyfy? (Compared to chat, email and other task/project management tools)

Tallyfy sets itself apart by presenting a good visual overview in one dashboard. This allows me to get a lot of information just from referencing one place.

Tallyfy blueprint library

Tallyfy’s blueprint library makes it easy to see all the processes your business has going on.

Run your operations on auto-pilot

Tallyfy is a simple, organized way to document and track all your playbooks, recurring processes, know-how, SOP's and forms.

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The easiest way to train your team and grow your business

$2.50 / user / month

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  • Document playbooks and how-to's
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Len Gilbert

Digital Prism

“By documenting our processes we can now ensure that steps are not missed, there are fewer mistakes."

Help everyone track tasks and decisions


Ensure forms & tasks never slip through the cracks

$12.50 / user / month

See why it beats project & task management tools

  • Don't just read procedures, run them
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  • Track the progress of many jobs


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$25 / user / month

See why it's superior to legacy BPM platforms

  • Automate decisions with rules
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Tom Lewis

Cowork Inc.

"Tallyfy has given us time to focus on customer experience. We're confident nothing will get missed."

Anh Le

Opera Theatre of St. Louis

"We have immediate accountability and oversight. We're completing our approval workflows 60% faster."

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