Moving from Trainual to Tallyfy is not really a migration, it is a re-author. Trainual documents how the work is done; Tallyfy runs it and tracks that it happened. This guide covers what the PDF export and the API can and cannot do, how each documented procedure maps to a runnable blueprint, and which content to leave behind.
A 30-60-90 day plan sets clear milestones for new hires. Jobvite research shows 33% quit within 90 days without structure. Here are templates for each phase with goals, check-ins, and success criteria.
Thomson Reuters found firms spend $73 million per year on KYC onboarding, yet 70 percent of banks lose business to slow verification. Here is how to build a structured KYC process with identity checks, risk scoring, and ongoing monitoring.
Gartner research shows 60% of new managers underperform in their first two years. This new manager onboarding checklist covers leadership training, stakeholder mapping, and team transitions for the first 90 days.
Onboarding chaos means forgotten steps and missed introductions. Gallup found 20% of turnover happens in the first 45 days. Here is how AI-powered workflows fix it.
Bricks and MiniFigs replaced tedious manual franchise coordination with a structured Tallyfy candidate dashboard. Carson, their Franchise Development Coordinator, explains how franchise candidates now see exactly where they are in the 30+ step discovery process, what comes next, and why the system doubles as a natural qualification filter.
Simploy, a Professional Employer Organization, cut weekly client meetings from 90 minutes to 20 minutes using Tallyfy. Their onboarding and workers comp renewal processes eliminated duplicated work and the need to chase people for updates.
Client management software must balance KYC compliance speed with relationship building. Financial services lead adoption at 17 percent of implementations. The best systems like Tallyfy use repeatable processes that handle conditional logic and are flexible enough to adapt to specific client needs and varying situations.