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Implementing and sustaining improvements

How can I make process improvements stick?

Section titled “How can I make process improvements stick?”

Embed your changes directly into Tallyfy workflows - don’t rely on training alone. Rolling a change out and keeping it in place are the “Improve” and “Control” phases of DMAIC.

Implementing changes effectively

Section titled “Implementing changes effectively”

Traditional training fails because of the Ebbinghaus forgetting curve - people forget what they’ve learned unless something reinforces it. Instead of relying on memory, build the new process right into the workflow.

How to do it in Tallyfy: Modify your procedure templates or document templates. Every new process launched from that template automatically uses the updated version. Processes already running keep the version they launched with. There’s no paper redistribution and no outdated copies floating around.

Sustaining improvements over time

Section titled “Sustaining improvements over time”
  • Standardization - When people run processes inside Tallyfy, they work through the steps of the updated template, so they follow the new standard by default instead of from memory.
  • Visibility and monitoring - Use Tallyfy Analytics and the Tracker view to check whether people are following the new process and it’s delivering results. The Tracker shows which processes are overdue or have unresolved problems. Analytics is an add-on that records when each task is completed, so you can compare completion times before and after the change.
  • Feedback loops - Use Tallyfy’s comment features to gather ongoing feedback. This lets your team flag issues and suggest tweaks without waiting for the next scheduled review.
  • Regular reviews - Schedule periodic reviews of key processes. At each one, check the Tracker’s Overdue processes and Overdue problems presets and compare completion times with earlier months to spot new bottlenecks.
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