How West Community Credit Union transformed marketing workflows with Tallyfy

Managing complex marketing campaigns requires visibility across all moving parts. Here is how we approach workflow management.

What challenges were you facing before Tallyfy?

We had issues keeping track of tasks across various campaigns, especially when things popped up unexpectedly. Information would sometimes get lost, causing delays and outdated materials to stay in use. With numerous tasks involved in launching campaigns - from digital ads to in-branch collateral - things were falling through the cracks. We needed a way to manage multiple, complex marketing campaigns efficiently.

We moved from paper to spreadsheets, but even that became overwhelming. We needed a system that could streamline everything and let us see the status of each task in real time.

• Kimberly Berzach, Marketing, West Community Credit Union

What processes do you run on Tallyfy?

We use it for three main areas:

Marketing Campaign Management - Organizing and tracking all steps required to launch and run marketing campaigns. This includes digital ads, in-branch materials, community events - everything that goes into a campaign.

Task Tracking - Ensuring all team members are up to date on tasks related to specific campaigns. Everyone knows what they’re responsible for and when it needs to be done.

File Transfer - Managing large files like creative assets with vendors through Tallyfy’s guest user feature. No more email attachment chaos.

How did you implement Tallyfy?

Before Tallyfy, we relied on spreadsheets and email to manage campaign tasks. Those systems led to duplicated efforts, delays, and confusion over responsibilities.

We started by creating detailed blueprints for all our major processes. This allowed us to have repeatable workflows that we could customize for each campaign.

Then we set up task tracking for all marketing employees so everyone could see what was expected and when. Finally, we brought in vendors using the guest feature for file transfers.

Features that made the biggest difference

The checklist feature is my favorite. It gives us a clear view of what needs to happen and when, so nothing slips through the cracks.

• Kimberly Berzach, Marketing, West Community Credit Union

The blueprints have been huge for us. We built a blueprint for every process - from marketing campaigns to file transfers - and it’s made everything so much easier. When we need to run a new campaign, we don’t start from scratch.

Real results after going live

We now handle more than 50-step marketing campaigns without confusion or delays. That used to be unthinkable. The time spent on meetings has been significantly reduced. Teams use Tallyfy to check task statuses instead of needing frequent check-ins. If you want to know where something stands, you just look at the tracker. We also don’t have outdated materials staying in use anymore. The checklist ensures everything gets updated when it should. The pattern we keep running into is that once a team can see every task in one place, the status meetings just evaporate on their own. It’s one of those changes that sounds small but compounds fast.

Tallyfy has helped us manage complex marketing campaigns efficiently, ensuring every detail is handled.

• Kimberly Berzach, Marketing, West Community Credit Union

Lessons from rolling out Tallyfy

The biggest lesson from our own journey building workflow tools is that adoption beats sophistication every time. Three things stood out:

Blueprints enhance efficiency - Building out detailed blueprints has allowed us to run repeatable processes with flexibility for customization. We don’t reinvent the wheel every time.

Team adoption is key - The entire marketing team needed to fully adopt Tallyfy for it to be effective. Regular task check-ins ensure no steps are missed.

Centralized task management prevents confusion - Using a single platform for all tasks and processes means everyone stays on the same page. No more hunting through emails or spreadsheets.

Would you recommend Tallyfy to other marketing teams?

Absolutely. If you’re managing multiple campaigns with lots of moving parts - digital, print, events, vendor coordination - you need something that gives you visibility across all of it.

Spreadsheets and email just don’t scale. How long can a growing team really keep juggling campaigns in email threads and shared drives before something important gets missed? Once we moved to Tallyfy, we became more agile in our marketing efforts. We’ve heard the same thing from teams in completely different industries - once they ditch spreadsheet tracking for structured workflows, they stop losing tasks almost immediately. Campaigns get completed efficiently and without delays because everyone knows exactly what needs to happen next.