Tallyfy templates function as reusable workflow blueprints that establish standardized business processes and organizational documents to ensure consistent work execution across teams while providing flexibility for customization and enabling scalable operational excellence.
Convert BPMN patterns into Tallyfy templates
Many organizations document business processes using BPMN (Business Process Model and Notation) diagrams, which provide standardized visual representations of workflow logic.
Tallyfy transforms these complex BPMN diagrams into intuitive, executable templates that any team member can understand and utilize effectively. This conversion eliminates technical barriers while preserving essential process logic and workflow structure.
Traditional BPMN diagrams create several operational challenges that limit their practical effectiveness:
- Complex Symbolism: Specialized symbols require extensive training for proper interpretation and understanding
- Static Documentation: Diagrams remain visual documentation without executable workflow capabilities
- Technical Barriers: Non-technical team members struggle to follow complex diagrammatic representations
- Modification Complexity: Changes require specialized software expertise and technical skills
- Implementation Gap: Significant disconnects often exist between diagram specifications and actual work execution
Tallyfy makes process management easier:
- Run your processes: Templates turn into live workflows you can track.
- No coding needed: Build processes without needing technical skills or drawing diagrams.
- Easy to use: Simple interface that makes sense to everyone involved.
- Live updates: Changes to templates can be used immediately.
- Built-in tracking: Easily see progress and find delays.
Tallyfy templates can handle all the standard ways processes flow in BPMN diagrams:
| BPMN Pattern (Technical Term) | Tallyfy Implementation (How Tallyfy does it) |
|---|---|
| Sequential Flow | Steps happen one after another (default) |
| Parallel Split (AND) | Multiple steps happen at the same time |
| Exclusive Gateway (XOR) | Rules decide which single path to take next |
| Inclusive Gateway (OR) | Rules decide which path(s) to take next |
| Synchronization | Waiting for multiple steps to finish |
| Structured Loop | Repeating steps within a process |
| Deferred Choice | Rules decide who gets assigned a task |
For detailed examples of how to build specific BPMN patterns (like the ones above) in Tallyfy, please see our full guide here:
BPMN Examples and Patterns in Tallyfy ↗
This guide shows:
- Step-by-step instructions for common patterns.
- Pictures and examples.
- Tips for simplifying complex diagrams in Tallyfy.
- Look at your BPMN diagram and understand the main steps, decisions, and who does what.
- Figure out the core logic: what needs to happen in order? When do decisions need to be made?
- Create a new Tallyfy template.
- Build the workflow in Tallyfy using steps, assignments, and rules to match the logic from the BPMN diagram.
- Add necessary form fields, decision rules (conditions), and other automations.
- Test the Tallyfy template by running it to make sure it works as expected.
- Launch the process for real use.
Process Improvement > Understand process flow without flowcharts
Tallyfy templates provide an intuitive alternative to traditional flowcharts by allowing you to define sequential processes visualize real-time workflow status through tracker views identify bottlenecks using analytics and easily optimize flow through step reordering conditional logic and parallel processing capabilities.
How To > Build an effective operations manual
Tallyfy transforms traditional static operations manuals into dynamic digital processes that can be accessed on any device with automated workflows rich media support clear ownership structures and continuous improvement mechanisms for maintaining consistent business operations.
Tallyfy transforms static business process documentation into dynamic executable workflows through three specialized template types that enable real-time tracking performance analytics and continuous improvement across organizations.
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