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Problems with flowcharts

How Tallyfy compares to flowcharts, spreadsheets, and docs

No, Tallyfy isn’t for building flowcharts - it’s something much better. You’re looking for a way to actually run and track your processes, not just draw them.

Why Tallyfy is better than flowcharts

Sure, flowcharts can show you a process - but they can’t actually run it. That’s the problem. Here’s what makes Tallyfy different:

  • Includes everything you need: Add detailed instructions, videos, and files right where people need them. No more hunting for that PDF guide.
  • Shows you what’s happening now: See exactly where each process stands in real-time. Is John stuck on step 3? You’ll know.
  • Gets work to the right people: Assign specific tasks with deadlines - and Tallyfy sends automatic reminders.
  • People actually use it: Unlike that flowchart gathering dust on the shared drive, this becomes a living workflow your team follows daily.

Why Tallyfy is better than spreadsheets

Anyone who’s tried tracking processes in spreadsheets knows it gets messy fast. You’ve been there - multiple versions floating around, nobody updating their status, that one cell with the broken formula.

Tallyfy fixes all that:

  • Everything lives in one spot: No more jumping between 15 different spreadsheets to track your processes. It’s all here.
  • You know who’s doing what: Each task shows exactly who’s responsible. No more “I thought Sarah was handling that” moments.
  • Steps happen in order: The workflow follows your actual process - with smart rules that route tasks based on what happened before.
  • People see only what they need: Set permissions so contractors see their tasks while managers see everything.
  • One version, always current: Forget “Process_Tracker_v2_FINAL_FINAL_actually_final.xlsx” - everyone works from the same live workflow.
Create client onboarding template view view Tallyfy desktop light click view view view

Why Tallyfy is better than documents

Word docs and PDFs might work for storing information, but they’re terrible for actually running processes. Think about it - when’s the last time your team enthusiastically opened that 47-page procedures manual?

Here’s the difference:

  • Find what you need instantly: Instead of scrolling through pages, jump straight to the step you’re on. Simple.
  • Work from anywhere: Phone, tablet, laptop - Tallyfy works on all of them. Your process follows you.
  • Know who’s actually following the process: See who’s viewed instructions, who’s completed steps, and where things are stuck. Documents can’t tell you any of that.
  • It’s alive: This isn’t a static document - it’s an active workflow that guides people through each step, sends reminders, and tracks everything.
Tallyfy dynamic workflow demonstration

Process Improvement > Understand process flow without flowcharts

Tallyfy enables you to visualize and optimize how work flows through your organization by creating sequential templates that show real-time progress through tracker views and analytics which automatically reveal bottlenecks and delays without requiring complex flowcharts or diagrams.

How To > Effective operations manuals

Tallyfy transforms traditional operations manuals from static documentation into dynamic digital workflows by converting existing documents into interactive processes with automated rules clear ownership structures rich media support real-time tracking and continuous improvement mechanisms that ensure consistent execution across teams and devices.

Miscellaneous > Tallyfy vs. Projects

Tallyfy handles predictable repeatable workflows like employee onboarding and invoice processing by standardizing processes through reusable templates with automated task assignment and continuous improvement while project management tools are designed for unique one-time endeavors where tasks differ each time.

Process Improvement > Understanding your current processes

Documenting existing workflows serves as the essential foundation for process improvement by providing clarity and consistency for teams while creating a baseline for measuring enhancements and revealing inefficiencies through structured documentation tools like Tallyfy that eliminate complex flowcharts and maintain living documentation.