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Tallyfy and business operating systems

Section titled “Tallyfy and business operating systems”

Business operating systems give you the strategic plan, but they don’t run your processes day to day. In Tallyfy, each documented process becomes a template, and you launch a process from it whenever that work starts. You keep your business system’s meetings, goals and scorecards, and Tallyfy runs the processes.

What types of business systems does Tallyfy support?

Section titled “What types of business systems does Tallyfy support?”

You can use Tallyfy alongside any of these:

Operating systems

  • EOS® (Entrepreneurial Operating System®) - Tallyfy runs the Process Component day to day
  • Scaling Up - each process your team documents becomes a Tallyfy template, launched and tracked the same way

Management methods

  • Lean management - find the steps where work waits, then change the template
  • Six Sigma - measure how a standard process really runs, from the completion time Tallyfy records on every task
  • Agile frameworks, for teams outside software - the Tracker’s board view shows each process as a card, kanban style

The daily work business systems don’t cover

Section titled “The daily work business systems don’t cover”

Business operating systems cover strategic planning, goal setting, and vision casting well. They define what needs to happen, and stop short of the daily work: who does each step of a process, and by when. Tallyfy runs that part, with the same steps each time.

Your CRM shows deals moving through stages, but not the tasks between them. Someone has to verify technical requirements before a proposal and get legal approval before a contract. A Tallyfy process holds those tasks in order, each with an owner and a deadline. Middleware such as Zapier, Make or Power Automate can launch that process when a deal changes stage in your CRM. See CRM and ERP integration.

Process documents in binders or on shared drives don’t show whether anyone follows them. Tallyfy turns those documents into templates, and each process you launch from one records who did each task and when. You can import a Word or PDF document as a template.

Without tracking, finding out where a process stands means asking someone. The Tracker view shows every running process, who it’s assigned to, and which processes are overdue.

What changes once your processes run in Tallyfy

Section titled “What changes once your processes run in Tallyfy”

Tasks go automatically to the people, groups or job titles set on each step, every task has a deadline, and you can follow progress as it happens. In leadership meetings, open the Tracker view and filter to overdue processes to see which work is behind.

Each process records when every task was completed. That shows which processes take longest and where work waits. Export a process as a CSV file, or read your data in a BI tool such as Power BI with the Tallyfy Analytics add-on. After you change a template, compare cycle times before and after.

New hires and new locations launch the same templates, so a process runs the same steps wherever it starts. Nobody has to remember the steps, because they’re written in the template. If a step is assigned to a job title, you pick who fills that role at each launch.

Where to start

Section titled “Where to start”
  1. Pick 2-3 processes that directly affect your scorecard metrics, and get those running smoothly first.
  2. Add process data, such as overdue processes and on-time completion, to your existing weekly meetings and quarterly planning sessions.
  3. Tie every process improvement back to your rocks, priorities, or whatever your business system calls them. If a change doesn’t help one of those goals, skip it.
  4. Add more processes once the first ones are running, starting with the teams that ask for them.
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