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Home Blog #workflow management

#workflow management

Explore related tags:

#workflow automation #process improvement #engineering #business process management #process management #AI #project management #business process improvement
  • Mar 15, 2026 · Amit Kothari · AI Workflows and Operations

    AI governance starts with process governance

    You cannot govern AI without governing your processes first. Stanford HAI research shows 75 percent of organizations have AI policies but only 36 percent have real governance frameworks, and the EU AI Act makes process documentation mandatory by August 2026.

    AIgovernancecomplianceworkflow management
  • Mar 15, 2026 · Amit Kothari · Workflow Management

    Handoff checklist template for smooth transitions

    Bad handoffs kill projects. Joint Commission research found that communication failures cause 40 percent of handoff-related malpractice claims. Here is a handoff checklist template for department transitions, role transfers, and project phase changes that prevents dropped balls.

    workflow managementtask managementtemplates
  • Mar 15, 2026 · Amit Kothari · Workflow Management

    Why tasks keep falling through the cracks

    McKinsey research shows workers spend 28% of their week managing email and 20% hunting down information. Tasks fall through the cracks because of broken handoffs and no single source of truth, not because people are careless.

    task managementworkflow managementprocess tracking
  • Mar 15, 2026 · Amit Kothari · Workflow Management

    Tired of spreadsheet tracking? You are not alone

    Research confirms 94% of business spreadsheets contain errors. TransAlta lost $24 million from one misaligned row and JPMorgan lost $6.2 billion partly from a bad formula. Spreadsheet tracking breaks at scale.

    workflow managementspreadsheetsprocess automation
  • Mar 15, 2026 · Amit Kothari · Process Improvement

    Why nobody follows your SOPs

    McKinsey found knowledge workers spend 20% of their week searching for information. You wrote the SOP and shared it on the drive, but nobody follows it because static documents cannot enforce anything.

    SOPprocess complianceworkflow management
  • Mar 15, 2026 · Amit Kothari · Workflow Management

    Why your team keeps missing deadlines

    Pumble research shows poor communication costs $12,506 per employee per year. Missed deadlines are rarely about lazy people - they are about broken handoffs, invisible bottlenecks, and processes nobody documented.

    task managementteam productivityworkflow management
  • Mar 15, 2026 · Amit Kothari · Workflow Management

    Workflow checklists vs static checklists compared

    The WHO surgical safety checklist cut deaths by 47% across eight hospitals, but Atul Gawande assumed all checklists are the same. Business processes need handoffs, decisions, and tracking that static checklists cannot provide.

    checklistsworkflow managementprocess tracking
  • Mar 15, 2026 · Amit Kothari · Workflow Management

    15 workflow software features that actually matter

    An 80% software adoption failure rate from Baton Simulations research proves most feature lists are padding. Here are the 15 workflow management software features that separate useful tools from expensive shelf-ware.

    workflow managementsoftware featuresprocess automation
  • Apr 5, 2025 · Amit Kothari · Workflow and BPM

    How to create an approval process workflow

    Email-based approval process workflows create bottlenecks that grow with your organization, with pending requests piling up for weeks while teams sit idle. Tallyfy centralizes every request, automates routing to the right approver, and stops sign-offs from getting lost in overloaded inboxes.

    approval processesworkflow managementworkflow automationbpm softwarebusiness process
  • Dec 26, 2020 · Amit Kothari · Workflow and BPM

    IT service management that works in practice

    IT service management turns ad-hoc IT support into a repeatable system of ticketing, approvals, and change control. ITIL 4 organizes this into 34 management practices that scale with your organization, and modern teams layer AI agents on top of these structured workflows.

    service managementworkflow managementprocess managementautomationbusiness process managementchange management
  • Feb 14, 2020 · Amit Kothari · Workflow and BPM

    How to build a workflow model that works

    A workflow model is a visual map of every step in a repeatable process. Running parallel tasks instead of sequential ones can cut cycle times by 30 to 40 percent, as Tallyfy data from hundreds of implementations shows.

    workflowworkflow managementworkflow modelingbusiness process modelingworkflow mappingprocess mapping
  • Nov 30, 2019 · Amit Kothari · Workflow and BPM

    How agile project management works in practice

    Agile project management breaks work into short sprints so teams adapt fast. Agile projects fail only 9% of the time versus 29% for waterfall, and Ken Schwaber's Scrum framework dominates with 87% adoption. Fix your processes before adding AI.

    agileproject managementscrumkanbanworkflow management
  • Jun 24, 2019 · Amit Kothari · Software Reviews

    What is Quick Base and should you use it

    Quick Base lets non-technical teams build custom database apps without coding. Team plan pricing starts at $35 per user per month with platform minimums. It is strong for tracking data but not purpose-built for routing tasks through people.

    business process automationworkflow softwareworkflow managementautomation toolsworkflow apps
  • Jun 21, 2019 · Amit Kothari · Workflow and BPM

    Microsoft Power Automate pros and cons

    Microsoft Power Automate connects to about 1,000 apps with premium plans from $15 per user per month. This review covers where the Power Platform works, its real limitations with flow chaining and debugging, and which alternatives to consider.

    automationworkflow automationbusiness process automationautomating workflowsautomation toolsworkflow management
  • Jun 16, 2019 · Amit Kothari · Workflow and BPM

    Zapier is dying and vibe coding is killing it

    Wade Foster's Zapier connects thousands of apps with automated zaps, but its per-zap pricing model is broken. Learn what Zapier does, when it makes sense, and why AI-built integrations are replacing drag-and-drop middleware.

    automationworkflow automationautomating workflowsautomation toolsworkflow managementtask automationzapier
  • Jun 7, 2019 · Amit Kothari · Software Reviews

    What is Podio and is it right for your team

    Podio is a customizable work management platform owned by Progress Software with pricing from free to $19.20 per user per month. It organizes work through workspaces and apps but the learning curve is steep.

    collaboration softwareworkflow managementworkflow management softwarebusiness managementproject managementcloud
  • Sep 15, 2018 · Amit Kothari · Workflow and BPM

    Workflow process mapping that actually works

    Workflow process mapping turns invisible work into something you can see and fix. Small cross-functional teams of 7 to 10 people, using tools like Draw.io or Tallyfy, uncover bottlenecks that management never knew existed.

    process managementprocess mappingworkflow managementworkflow mappingworkflow process mappingworkflow system
  • Aug 30, 2018 · Amit Kothari · Workflow and BPM

    BPMN patterns mapped to modern workflow tools

    Keith Swenson argued BPMN 2.0 became a programming language, not a business tool. Here is how all 12 common BPMN patterns, from sequences and parallel splits to tiered approvals, map to modern workflow tools that normal people can use on any device.

    BPMNbusiness process modelingworkflow managementbpmworkflow automation
  • Aug 26, 2018 · Amit Kothari · Workflow and BPM

    How to document workflows that actually get used

    Documented workflows cut onboarding time, prevent knowledge loss, and create the structure AI agents need. Research from Brandon Hall Group shows strong onboarding improves retention by 82 percent.

    document processworkflow documentworkflow documentationworkflow managementworkflow softwareworkflow system
  • Jul 31, 2018 · Amit Kothari · Tallyfy Talks

    Pharmaceutical distribution operations that work

    Dan Howard, VP at H.D. Smith, shares hard lessons on pharmaceutical distribution volume spikes, sub-second system response, and why broken processes cannot be fixed by technology alone.

    operational excellenceLine operationsprocess managementworkflow managementoperational efficiency
  • Dec 23, 2017 · Amit Kothari · Project Management

    What is case management and why does it matter

    Case management handles non-routine work where the path forward is unclear. Grand View Research projects the market will exceed 15 billion dollars by 2030 as organizations recognize that human judgment cannot be automated away in unpredictable work.

    case managementcase management softwareprocess managementworkflow managementbusiness processadaptive case management
  • Dec 3, 2017 · Amit Kothari · Process Improvement

    How the 5W2H method turns vague plans into real action

    The 5W2H method from Kaoru Ishikawa and Toyota quality circles forces clarity with seven questions before work begins. One owner per task, real deadlines, and meeting minutes people act on.

    project managementbusiness processproject planningprocess improvementworkflow management
  • Oct 18, 2017 · Amit Kothari · Workflow and BPM

    Professional services automation that works

    Professional services automation targets the revenue leak where firms lose roughly a third of billable time through poor tracking. SPI Research benchmarks show industry-wide utilization has dropped to just 68.9%, well below the 75% threshold for healthy margins. PSA software unifies project management, billing, and resource workflows into a single system to close that gap.

    professional service automationPSAservice automationservice managementworkflow management
  • Mar 19, 2017 · Amit Kothari · Process Improvement

    When to hire a business process consultant

    A business process consultant watches how your team works, finds bottlenecks and waste, then recommends fixes. With US salaries from $110,000 to $180,000 according to Glassdoor, workflow software like Tallyfy now handles much of this work at a fraction of the cost.

    Process ConsultantConsultantbusiness process improvementprocess improvement toolsworkflow management
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