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Home Blog #customer story

#customer story

Explore related tags:

#process improvement #engineering #business process management #workflow automation #process management #workflow management #project management #business process improvement
  • Jan 5, 2026 · Amit Kothari · Tallyfy Case Studies

    How a UK digital marketing agency scales without growing pains using Tallyfy

    Believe.Digital needed to share specialized knowledge across a growing team while ensuring every client got the same quality experience. Tallyfy enabled them to scale, train apprentices remotely, and even take holidays.

    digital-marketingcustomer storyagencyclient-onboarding
  • Jan 5, 2026 · Amit Kothari · Tallyfy Case Studies

    How a Lego franchise automated candidate qualification with Tallyfy

    Bricks and MiniFigs replaced tedious manual coordination with a structured candidate dashboard. Now franchise candidates know exactly where they are in the 30+ step discovery process and what they need to do next.

    franchisecustomer storyonboardingcandidate-tracking
  • Jan 5, 2026 · Amit Kothari · Tallyfy Case Studies

    How Corestream eliminated manual errors and accelerated growth with Tallyfy

    As Corestream scaled their project management platform, they needed documented workflows that reduced errors and kept nothing falling through the cracks. Tallyfy provided the structure they needed.

    workflowcustomer storyproject-managementoperations
  • Jan 5, 2026 · Amit Kothari · Tallyfy Case Studies

    How a $500M electrical contractor streamlined executive approvals with Tallyfy

    Gaylor Electric grew from $400M to $500M revenue while adding 100 people per month. Their bi-weekly Tallyfy calls transformed executive policy approvals from chaos into a structured process everyone knows by name.

    approvalscustomer storyconstructionenterprise
  • Jan 5, 2026 · Amit Kothari · Tallyfy Case Studies

    How Simploy cut client meetings from 90 minutes to 20 minutes with Tallyfy

    Simploy was bringing on many new clients but struggling with inefficiencies, duplicated work, and poor communication. Tallyfy transformed their onboarding and renewals process, eliminating the need to chase people for updates.

    onboardingcustomer storyhr-servicesclient-management
  • Jan 5, 2026 · Amit Kothari · Tallyfy Case Studies

    How West Community Credit Union transformed marketing workflows with Tallyfy

    West Community Credit Union was losing track of tasks across multiple marketing campaigns. With 50+ step processes and vendor file transfers, things were falling through the cracks. Tallyfy brought clarity and accountability.

    marketingcustomer storycredit-unioncampaign-management
  • Apr 16, 2017 · Amit Kothari · Tallyfy Case Studies

    How Greetabl use Tallyfy to scale internal and ecommerce operations

    Read about how Greetabl (online one-stop-shop for creatively-curated gifts) use Tallyfy to run and scale their ecommerce operations.

    approvalscustomer storyecommerce
  • Nov 2, 2016 · Amit Kothari · Tallyfy Case Studies

    More members onboarded and outcomes improved by 50%

    VPOIDS uses Tallyfy's API to help non-profit organizations manage large volumes of member onboarding across multiple software applications over 60-day journeys. By tracking the multi-step process in one place with automated triggers, new members became 50% more likely to become contributing members thanks to better onboarding visibility and intervention.

    api-driven-workflowscustomer storyworkflow-tracking
  • Oct 12, 2016 · Amit Kothari · Tallyfy Case Studies

    Outsourced service provider offers their clients visibility into service for the first time

    See how Tallyfy's automation capabilities helped an accounting firm to provide their clients with a seamless and efficient experience.

    customer story
  • Oct 12, 2016 · Amit Kothari · Tallyfy Case Studies

    Tallyfy helps the Opera Theatre of St. Louis complete approvals 60% faster

    Opera Theatre of St. Louis transformed their content approval process using Tallyfy, completing approvals 60% faster. The theatre eliminated paper-based routing bottlenecks, moving from over a week to just 2-3 days for document reviews. Simultaneous collaboration replaced sequential handoffs, bringing accountability and efficiency to their flagship program book production.

    customer story
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