# Tallyfy - Workflow Automation Platform

> Tallyfy is AI-powered workflow management software that lets you automate processes, documents, SOPs and approvals. Simple, yet powerful.

Track and automate your business processes with Tallyfy. Our platform helps teams document, track, and automate workflows in one place.

## Recent Blog Posts

- [Embracing Asynchronous Work: The Future of Productivity](https://tallyfy.com/working-asynchronously-and-remotely/): Asynchronous work lets teams collaborate without everyone being online at the same time - you work when you're most productive, not when the calendar demands it. Teams using async methods report 2+ hours daily saved from meetings and status updates, plus dramatically reduced stress and burnout rates.
- [How to Create an Approval Process and Workflow](https://tallyfy.com/approval-process-workflow/): Using email for approvals creates bottlenecks and delays as management gets bombarded with hundreds of requests daily. Approvals can take weeks when they pile up, especially during scaling. Workflow management software automates approval processes, preventing lost requests and speeding up decisions. Learn how to create efficient approval workflows for any organization size.
- [What is MCP and AI agents? How does it compare to REST API's?](https://tallyfy.com/mcp-agents-rest-apis/): In the world of workflow automation and AI, buzzwords are everywhere. This guide cuts through the hype to explain what MCP, AI agents, and REST APIs actually are, how they differ, and when to use each approach for practical business automation.
- [What is Claude AI?](https://tallyfy.com/what-is-claude-ai/): Claude AI is an advanced language model developed by Anthropic that excels at safe, helpful, and truthful interactions. Learn how Claude works, its key features, and how organizations can leverage it for various use cases.
- [What Is A Customer Feedback Loop?](https://tallyfy.com/customer-feedback-loop/): Customer feedback loops help you understand and improve customer experience by gathering, analyzing, and acting on feedback. Learn how to build an effective feedback system that keeps customers coming back.
- [How a Google Ads agency transformed and scaled their repeatable processes](https://tallyfy.com/google-ads-agency/): Solutions 8 transformed their client onboarding from a tedious, multi-week process into a streamlined experience using Tallyfy workflow software. Learn how this Google Ads agency now successfully onboards three major clients weekly while dramatically improving service quality and eliminating the frustration of lost passwords and incomplete forms.
- [IT Service Management: A No-Nonsense Introduction](https://tallyfy.com/it-service-management-itsm/): IT service management (ITSM) is the most widely used model for managing IT resources. Designed to cater to the growing demands of an organization in terms of both everyday and future operations, ITSM involves implementing and maintaining IT services to improve internal work processes and provide better service for customers.
- [Reviews of the Top 5 Product Documentation Software Solutions](https://tallyfy.com/product-documentation-software-solutions/): Product documentation software enables teams to create and maintain accurate, up-to-date help content for users. This comprehensive review examines five leading platforms including Document360, Confluence, Notion, Paligo, and Nuclino, comparing their features, pricing, and ideal use cases for software documentation.
- [How To Work From Home Effectively](https://tallyfy.com/how-to-work-from-home-effectively/): Working from home effectively requires organization, clear boundaries, and the right tools. Learn essential strategies for creating productive schedules, setting up dedicated workspaces, maintaining social connections, and avoiding common pitfalls that reduce remote work effectiveness and work-life balance.
- [5 Reasons Why Your Team Is Failing To Meet Deadlines](https://tallyfy.com/meeting-deadlines/): When teams consistently fail to meet deadlines, the root causes are often poor communication, time management issues, malfunctioning technology, inadequate project planning, and team disputes rather than employee incompetence. Understanding these underlying factors enables managers to implement targeted solutions that address the real problems affecting deadline performance.
- [What is Continuous Integration (CI)?](https://tallyfy.com/what-is-continuous-integration/): Continuous Integration (CI) is one of the most popular development practices that is used to help with automated testing. Developers will want to incorporate automated testing into their development life cycles in an effort to reduce bugs, time between update deployment and improve customer satisfaction.
- [What is Asana? How does it work? – Pros and Cons 2020](https://tallyfy.com/what-is-asana-how-does-it-work/): Asana is a cloud-based task management solution that allows businesses to manage, collaborate, communicate, and organize their tasks and projects. It specializes in handling multiple projects at one time and is suitable for companies of any size. Discover how it works, pricing, and pros and cons.
- [The real power of if-this-then-that rules](https://tallyfy.com/if-this-then-that-rules/): We have been following rules ever since we were born. Some voluntarily - others involuntarily. Why are there so many rules and why do we need them? For some, following rules can be daunting as they represent some kind of restrictions. However in reality, modern civilization would definitely become chaos without rules and regulations.
- [Accountability In The Workplace – How To Make Sure You Don](https://tallyfy.com/accountability-in-the-workplace/): Accountability in the workplace requires systematic task management to prevent forgotten work and missed deadlines. As business operations grow chaotic with 129 emails per day, digital tools help organize tasks, maintain priorities, and ensure team coordination. Effective task management creates accountability through clear assignments, progress tracking, and automated notifications.
- [How To Look For Analyst Jobs](https://tallyfy.com/analyst-jobs/): Strong infrastructure systems are essential for analyst jobs and business success. Discover how effective systems improve coordination between teams, enhance organization, optimize operations, and reduce errors while creating competitive advantages that drive profitability and growth across your organization.
- [What is Integromat & How Does It Work?](https://tallyfy.com/what-is-integromat/): Integromat is a no-code automation platform that connects apps and services using drag-and-drop workflows. Learn how to automate repetitive tasks, integrate hundreds of applications, and save hours each week without writing a single line of code.
- [Alexandria Transit Company runs their critical purchasing approvals on Tallyfy](https://tallyfy.com/purchasing-approvals/): Alexandria Transit Company replaced paper-based purchasing approvals with Tallyfy to enable digital approvals and document compliance processes. The public transit agency now manages purchase requisitions, invoice payments, expense reports, and training requests with improved accountability, faster approvals, and better budget control.
- [What are SAFE and Crowd SAFE notes?](https://tallyfy.com/safe-notes-crowd-safe-investments/): Understanding SAFE notes and Crowd SAFE investments for startup funding. Learn how these instruments work, their advantages and disadvantages, and how they compare to convertible notes, KISS notes, and other equity crowdfunding options for raising capital.
- [What is a workflow model and how do I create one?](https://tallyfy.com/workflow-model/): It is of extreme importance for companies nowadays to strive for process efficiency and added value for customers. Learn what a workflow model is, why it matters, and how to create one for your business.
- [McKinsey's 7S Framework – What, How and Why?](https://tallyfy.com/mckinsey-7s-framework/): McKinsey's 7S Framework analyzes seven interconnected organizational elements: Strategy, Structure, Systems, Shared Values, Skills, Style, and Staff. This management model helps companies evaluate their effectiveness, manage change, handle mergers, and identify improvement opportunities. Learn how to apply this framework to align all elements for organizational success.
- [Step by Step Guide to Agile Project Management](https://tallyfy.com/agile-project-management/): Agile project management uses iterative development in short sprints to deliver value incrementally while adapting to change. Teams work collaboratively, delivering working software frequently and adjusting based on customer feedback. This flexible approach enables faster time to market, higher quality, and better alignment between business and technical teams.
- [A Complete Guide to Calculating MRR/ARR for Your Business](https://tallyfy.com/mrr-vs-arr/): Learn how to calculate Monthly Recurring Revenue and Annual Recurring Revenue for your SaaS business. Understand the differences between MRR and ARR, when to use each metric, and step-by-step formulas with examples. Discover why these metrics are essential for tracking business health and making accurate growth decisions.
- [PaynPark uses Tallyfy to optimize their customer experience](https://tallyfy.com/parknpay-customer-experience/): PaynPark, an independent parking system with 25 employees, uses Tallyfy to optimize customer experience. Manager Peter Walton explains how Tallyfy helped them improve team collaboration from 7 out of 10 to 10 out of 10, reduce training time from weeks to less than a day, and solve customer issues in hours instead of days.
- [What is Lean Management & How To Make Processes Leaner](https://tallyfy.com/lean-management/): In the contemporary business world, more and more companies are entering the market and striving for the same target group. As a result, competition grows more vicious with each passing day and businesses ought to find ways to reduce customer churn and to gain a competitive advantage over others.
- [The Ultimate Employee Offboarding Guide](https://tallyfy.com/employee-offboarding/): Employee offboarding ensures smooth transitions and protects company reputation when team members leave your organization. This comprehensive guide covers the complete process from resignation through final departure, with detailed checklists and best practices for handling different exit scenarios including resignations, layoffs, and retirements.
- [How to Make a Slack Bot using Slack API (8 Simple Steps)](https://tallyfy.com/slack-bot/): Creating Slack bots using the Events API and Web API enables automated responses to user commands, integrating external data sources through simple PHP scripts and cURL requests. This tutorial demonstrates building a functional bot that connects to external APIs for task management or data retrieval.
- [What Is Inventory Management Process? (& How To Implement It)](https://tallyfy.com/inventory-process-management/): Inventory process management monitors and controls stock items to streamline operations and maximize ROI. This comprehensive guide covers benefits like reducing overselling and cutting costs, implementation steps from budget planning to software selection, and using automation tools for efficiency.
- [What are smart contracts on the blockchain?](https://tallyfy.com/smart-contracts-on-the-blockchain/): Nowadays it seems like everyone is throwing around terms such as blockchain, bitcoin, ethereum, smart contracts, etc. These have become buzzwords, and oftentimes the people spouting these words do not truly understand what they are.
- [Importance of Process Thinking in Business Management](https://tallyfy.com/process-thinking/): Process thinking views businesses as interconnected processes rather than isolated departments. This approach eliminates silos, solves complex challenges, boosts efficiency and profitability, improves quality, and gives you a competitive edge. Learn how to shift from acceptable to excellent performance by adopting process thinking and business process management.
- [Robotic Process Automation: Pros and Cons](https://tallyfy.com/robotic-process-automation/): Explore robotic process automation benefits and limitations in detail. Learn how RPA software works with programmable and intelligent bots, compare top tools like UiPath, KOFAX, and Tallyfy, and discover how to integrate automation effectively into your business processes to reduce errors and boost productivity.
- [Complete Guide to E-Commerce Automation](https://tallyfy.com/e-commerce-automation/): E-commerce automation converts manual, repetitive tasks into self-fulfilling processes that save time and reduce errors as your business scales. Learn 13 practical ways to automate your online store from inventory management to customer service, plus how to choose the right automation platform with pre-built APIs.
- [What is Quick Base - And How to Make Amazing Business Apps](https://tallyfy.com/what-is-quick-base/): Quick Base is a no-code cloud database platform that empowers non-technical business people to create custom applications, solving the communication gap between executives and developers who lose requirements in translation. Applications are built from Tables (powerful spreadsheets with advanced field types) and Pages (consolidating multiple reports). Strong mobile app (4.6/5 iOS rating) sets it apart.
- [What is Microsoft Power Automate? Pros and Cons](https://tallyfy.com/what-is-microsoft-flow-power-automate/): Microsoft Power Automate simplifies business processes by automating repetitive tasks like notification sorting and data collection. While it offers easy app integration with connectors, limitations include inability to reorder steps and complex flow recreation. The cloud-based tool provides templates for common workflows but requires building new flows from scratch for variations.
- [Tallyfy cuts work time down to a few hours instead of 2 days for book marketing company](https://tallyfy.com/consistent-client-experience/): Julie Ink book marketing company reduced monthly campaign execution time from two days to just a few hours using Tallyfy to automate repeated client processes. The workflow platform streamlined onboarding, audits, and social campaigns while improving team collaboration ratings from 5 to 8 out of 10.
- [What is Zapier? What are the problems with it?](https://tallyfy.com/what-is-zapier/): Zapier connects over 1,500 web applications to automate repetitive tasks without coding knowledge. This automation tool saves time by automatically transferring data between apps, routing tasks, and eliminating manual work. Perfect for freelancers, managers, and startups managing multiple daily applications.
- [9 Hottest SaaS Metrics Any SaaS Business Owner Should Know](https://tallyfy.com/saas-metrics/): SaaS (Software as a Service) has transformed into an important part of how modern businesses function. The growth rate of SaaS businesses is estimated to reach 21.2% until 2023. With so many of them popping up, realizing how to grow your SaaS business utilizing appropriate methods and metrics becomes essential.
- [What is Podio?](https://tallyfy.com/what-is-podio/): Podio organizes business operations through workspaces, apps, and items, creating flexible collaboration structures. Custom-built or downloaded apps manage everything from projects to meetings. Multiple pricing tiers support teams from five free users to unlimited premium subscriptions with visual reports, workflow automation, and integrations.
- [Top 14 Customer Experience Management Software](https://tallyfy.com/customer-experience-management-software/): Customer experience management software helps businesses track, analyze, and improve how customers interact with their company. This comprehensive guide reviews 14 top platforms including Yotpo, Qualtrics, and Zendesk to help you choose the right solution for gathering customer feedback and boosting satisfaction scores.
- [Grow Your Business With 7+ Lean Process Improvement Tools](https://tallyfy.com/lean-process-improvement-tools/): Discover seven essential Lean process improvement tools including Value Stream Mapping, Kanban, A3, PDCA Cycle, Gemba Walks, and the Five Whys. These proven methodologies help businesses eliminate waste, improve workflows, and achieve continuous improvement. Learn how to apply each tool effectively to streamline your operations.
- [Tech Company Simplifies Their Production Process with Tallyfy](https://tallyfy.com/production-process/): William van Rossum of Videotrails explains how Tallyfy transformed his production process from inconsistent and unpredictable to organized and repeatable. As a solo founder, he needed a system to manage software development, accounting, and client outreach without the chaos of scattered tasks.
- [How to Automate Business Processes - Complete Guide](https://tallyfy.com/automate-business-processes/): Business process automation uses technology to eliminate menial, time-consuming tasks from complex workflows. Automation increases efficiency, enhances employee satisfaction by removing repetitive work, and makes management easier through improved transparency and tracking. Most companies will have automated processes by 2019.
- [How to Do Pareto Chart Analysis [Practical Example]](https://tallyfy.com/pareto-chart-analysis/): Pareto chart analysis helps you identify which 20% of problems cause 80% of your issues. This statistical technique maps and ranks business process problems from most to least frequent, helping you focus efforts where they will produce the greatest impact. Learn how to create and interpret Pareto charts using Excel.
- [How to Succeed With Project Planning: Step-by-Step Guide](https://tallyfy.com/project-planning/): Project planning specifies scopes, goals, timelines, resources, and costs through eight essential steps including scope identification, task breakdown, timeline creation, resource planning, cost calculation, quality standards, risk preparation, and stakeholder communication. Learn practical tools like Gantt charts and prioritization matrices.
- [Enterprise BPM Pricing – The Hidden Ugly Truth](https://tallyfy.com/bpm-pricing/): Enterprise BPM software pricing is notoriously opaque and expensive, often reaching six or seven figures when including implementation, training, and integration costs. This guide reveals the hidden factors determining BPM pricing and explores modern cloud-based alternatives that offer transparent, scalable pricing models.
- [British agency scales after systemizing their business in Tallyfy](https://tallyfy.com/systemize-your-business/): Andrew Hurrell of Get Customers Fast shares how a brain tumor diagnosis forced him to systemize his entire digital marketing agency in six weeks using Tallyfy. The result was complete transparency and structure that allowed his business to thrive even during his absence and recovery.
- [Telehealth company optimizes patient workflows using Tallyfy](https://tallyfy.com/patient-workflow/): Online Physio uses Tallyfy to optimize patient consultation workflows across their distributed team. The telehealth company automated their patient care process, eliminating bottlenecks and ensuring timely task completion. Tallyfy's secure platform, flexible customization, and Zapier integration transformed their workflow management from whiteboards and post-it notes to a streamlined single app.
- [Swim Lane Diagram: What is it and How to Create One?](https://tallyfy.com/swim-lane-diagram/): A Swim Lane diagram is a process flowchart that allows you to visually distinguish duties and responsibilities, as well as sub-processes within business processes. It visualizes workflows from beginning to end, using the metaphorical lanes of an actual swimming pool to separate responsibilities across departments and teams.
- [Value Chain Analysis: What it is and How to Use it](https://tallyfy.com/value-chain-analysis/): Value chain analysis examines every business activity to identify which add value and which create costs. Using Porters model, companies analyze primary activities like operations and marketing alongside support activities like HR and technology. This systematic approach helps businesses gain competitive advantage through cost reduction, differentiation, and elimination of wasteful processes.
- [What Types of Business Processes Exist?](https://tallyfy.com/types-of-business-processes/): Business processes fall into three main categories: core processes that deliver value to customers, support processes that enable operations, and management processes that coordinate and control. Understanding these distinctions helps prioritize improvements and streamline your organization effectively.
- [Web development agency chooses Tallyfy for web project management](https://tallyfy.com/web-project-management/): RCC Graphic Designs scaled from post-it notes and whiteboards to a full web project management system using Tallyfy. Discover how this web development agency streamlined client onboarding, eliminated Google docs that nobody read, and automated their entire workflow in one dedicated system.
- [The Mindset Institute uses Tallyfy to automate their digital marketing](https://tallyfy.com/online-marketing-procedure/): The Mindset Institute uses Tallyfy to manage their online marketing procedures including website backups, design updates, and analytics review. Learn how this team tracks daily tasks, onboards new employees efficiently, and ensures all marketing procedures are documented in one place with automated workflow management.
- [How Cowork Inc. Manages Memberships with Tallyfy](https://tallyfy.com/member-setup-process/): Cowork Inc. uses Tallyfy to streamline their member setup process, ensuring no critical steps are missed. Learn how this coworking hub operator improved efficiency, reduced errors, and created a more professional onboarding experience. Discover the specific features and integrations that made their workflow management successful.
- [How to do Workflow Process Mapping [3 Easy Steps]](https://tallyfy.com/workflow-process-mapping/): Workflow process mapping helps you visualize business processes using flowcharts and diagrams. This guide covers three easy steps to create effective process maps, from gathering your team to choosing the right tools for documentation and improvement.
- [3 Easy Mistakes With A Customer Journey Map](https://tallyfy.com/customer-journey-map/): Customer journey mapping helps businesses understand and improve how customers interact with their company at every touchpoint. Learn three common mistakes to avoid and discover how to make your journey map a living document that drives real improvements across sales, marketing, and customer service.
- [How to Map BPMN Patterns and Examples into Tallyfy](https://tallyfy.com/bpmn-examples-and-patterns/): BPMN worked for factory-era workflows but fails modern team work requiring flexibility and mobile access. It solves documentation not improvement, cannot handle exceptions, and isn't truly standardized. Tallyfy replaces legacy BPMN with a modern approach built for anyone including clients, focusing on making processes easy to follow rather than perfect to diagram.
- [How (and Why) to Document Your Workflows [3 Easy Steps]](https://tallyfy.com/document-workflows/): Documenting workflows through flowcharts or workflow software enables faster employee onboarding, standardizes processes, facilitates improvement, and preserves organizational knowledge when key employees leave the company. Proper workflow documentation creates a reliable reference that ensures consistent execution, reduces training time, identifies optimization opportunities, and protects against knowledge loss during employee transitions.
- [Process Improvement Methodologies – Complete List [6+ Tools]](https://tallyfy.com/process-improvement-methodologies/): Process improvement methodologies help businesses operate efficiently despite fifty to seventy percent of initiatives failing. This comprehensive guide covers Six Sigma tools like DMAIC, Lean Manufacturing waste elimination, and Business Process Management lifecycle for continuous improvement and competitive advantage.
- [What is BPM Software (BPMS) – A Buyer](https://tallyfy.com/what-is-bpms/): Business Process Management Software helps organizations analyze, manage, and continuously improve their processes. BPMS automates task routing, tracks performance, and ensures everyone follows the latest process versions. Modern cloud-based solutions are affordable and easy to implement for businesses of all sizes.
- [Process Mapping Tools – Complete List [5+ Tools]](https://tallyfy.com/process-mapping-tools/): Process mapping creates graphical documents that represent workflow flows, making it easier to analyze and improve business efficiency. This guide reviews five top process mapping tools including Draw.io, Excel, LucidChart, Microsoft Visio, and Tallyfy, comparing features, pricing, pros and cons to help you choose the right tool.
- [Lewin's Change Management Model – Unfreeze, Change, Refreeze](https://tallyfy.com/lewins-change-management-model/): Lewin's Change Management Model is a three-stage framework for organizational change: Unfreeze, Change, and Refreeze. Learn how to prepare your organization for change, implement improvements effectively, and make new processes stick. Discover step-by-step processes for each stage to successfully manage organizational transformation.
- [Six Sigma Green Belt Certification:  All You Need to Know](https://tallyfy.com/six-sigma-green-belt/): Six Sigma Green Belt certification trains employees to analyze and solve quality problems using DMAIC and DMADV methodologies. Green Belts contribute to data collection, measurement, and analysis while continuing regular job responsibilities, supporting Black Belts in achieving 99.99966% defect-free results.
- [Tallyfy Talks with Dan Howard: On Pharmaceutical Operations at H.D. Smith](https://tallyfy.com/pharmaceutical-operations/): Dan Howard, Vice President of Customer Delivery at H.D. Smith, shares insights from 18 years in pharmaceutical operations. Learn how the nation's largest privately held pharmaceutical wholesaler manages distribution across multiple centers, handles volume fluctuations, optimizes processes, and delivers lifesaving drugs to retail, hospital, and long-term care pharmacies.
- [SWOT Analysis – What is it and How to do it](https://tallyfy.com/swot-analysis/): SWOT Analysis examines your organization's internal Strengths and Weaknesses alongside external Opportunities and Threats. This powerful business tool helps assess efficiency, manage risks, discover opportunities, and improve strategic planning. Simple to conduct yet highly effective for organizational improvement.
- [Question – Is business process management dying or merely changing?](https://tallyfy.com/is-business-process-management-dying-or-changing/): Old BPM is dying because it's being replaced by modern BPM. Users now decide and buy software themselves instead of IT making decisions. Modern BPM is free to try, simple enough for client-facing workflows, supports integration as a service, and works on mobile phones. People don't follow flowcharts anymore.
- [Taxation, SMSF Auditing and Bookkeeping Firm Chooses Tallyfy for Accounting Workflows](https://tallyfy.com/taxation-bookkeeping-accounting-workflows/): Accurate Taxation Services needed an easy way to request and collect documents from clients for accounting processes while tracking routine jobs within their team. Learn how this innovative accounting firm replaced emails and Excel templates with Tallyfy to prevent errors and delays in their processes.
- [Tallyfy Talks with Sam Todd: On School Operations at Peak to Peak Charter School](https://tallyfy.com/school-operations/): Tell us about yourself, your role in school operations, and your institution/organization in general? My name is Sam Todd, and I'm the executive director of school operations for Peak to Peak Charter School. Peak to Peak is a k-12 public charter school here in Colorado with about 1,450 students.
- [How to Use the Ansoff Matrix to Analyze Risk](https://tallyfy.com/ansoff-matrix-analyze-risk/): The Ansoff Matrix is a strategic planning tool that helps businesses analyze four growth strategies: market penetration, product development, market development, and diversification. Each strategy carries different levels of risk, with diversification being the riskiest approach requiring careful planning and execution.
- [How to Reach Process Excellence with Lean, Kaizen or BPM](https://tallyfy.com/process-excellence/): When it comes to managing your business, you're always striving for maximum efficiency. It's a given that you want to get most out of it, in terms of productivity, profits, and so on. Is your business as efficient as it could be, though? More often than not, unless you practice continuous improvement, the answer is no.
- [How to Grow Your Business With Kotter](https://tallyfy.com/kotters-8-step-change-model/): Kotter's 8-step change model provides a proven framework for leading organizational transformation through creating urgency, building coalitions, forming vision, enlisting volunteers, enabling action, generating wins, sustaining acceleration, and instituting change. The steps should be worked on simultaneously, not sequentially. The model appeals to both logic and emotions while anchoring change in culture.
- [Critical Chain Project Management (CCPM): All You Need to Know](https://tallyfy.com/critical-chain-project-management-ccpm/): Critical Chain Project Management uses buffer time strategically instead of padding individual task estimates, addressing common project delays from student syndrome, multitasking, and path convergence issues. Major companies report completing projects in half the time after implementing CCPM methods.
- [How to Manage the Regulatory Change Management Process](https://tallyfy.com/regulatory-change-management/): Regulatory change management requires monitoring legislative updates, understanding new requirements, determining internal impacts, calculating compliance costs, and implementing changes across processes and policies. This four-step framework helps businesses adapt to new reporting obligations, health regulations, and compliance requirements efficiently.
- [What's the ADKAR Model and How to Use It](https://tallyfy.com/adkar-model/): The ADKAR Model transforms organizational change into five manageable stages: Awareness, Desire, Knowledge, Ability, and Reinforcement. Unlike theoretical frameworks focused on structures, ADKAR addresses individual psychology, recognizing that failed change initiatives trace back to people getting stuck at specific stages. Real implementation takes 3-18 months depending on complexity.
- [How to Use Bridges](https://tallyfy.com/bridges-transition-model/): Bridges Transition Model addresses the human side of change through three stages: ending and letting go, the neutral zone, and new beginnings. Understanding these emotional transitions helps leaders guide employees from resistance to acceptance, making change initiatives more successful.
- [How to Write an Executive Summary [20+ Tips]](https://tallyfy.com/executive-summary/): The executive summary also referred to as management summary (an older term), is a short document that accompanies a larger document such as a business plan proposal, or a growth strategy plan. Usually, it summarizes the key points of a business plan or project report.  It helps the reader get all the necessary knowledge without having to read the entire document.
- [What is a Process Flowchart and How to use it [5+ Examples]](https://tallyfy.com/process-flowchart/): A process flowchart is a graphical representation of a business process that helps you understand how it works, identify improvements, and document procedures. Learn how to create effective process flowcharts with step-by-step guidance and real-world examples.
- [Workflow Application – What it is & How to Use it [3 Practical Use-Cases]](https://tallyfy.com/workflow-application/): Workflow applications are modern spin-offs of traditional BPM software, significantly easier to use, cloud-based, and cheaper. They automate employee coordination and task handoffs rather than entire processes, track critical metrics like workflow duration and bottleneck locations, and offer 10+ templates including employee onboarding and approvals with drag-and-drop builders.
- [What Is an End to End Process [Real-Life Examples]](https://tallyfy.com/end-to-end-process/): You're looking into process improvement, and BPM (Business Process Management) sounds like a great idea to fine-tune the way you work. But now, you discover a whole lot of buzzwords and terminology, and one of these is end to end process. Understanding what this term means - the act of defining a process from start to finish - is crucial for effective business process management.
- [5 Best Organizational Structure Examples (For Any Business)](https://tallyfy.com/organizational-structure-examples/): Every business needs a formal organizational structure, even small ones. Without clear structure, tasks get duplicated or missed, people step on each other's toes, and information fails to reach the right people. This guide explains five popular organizational structures to help you choose the right one for your business.
- [How to Use Critical Path Method in Project Management [5+ Tips]](https://tallyfy.com/critical-path-method/): A friend once said that the critical path method is used because whatever you do, something else has to happen first. That's overly simplistic, but it's a good starting point for an introduction to the critical path method.
- [How to Manage Your Remote Team [Complete Guide]](https://tallyfy.com/manage-remote-team/): Managing remote teams requires different practices than traditional offices. This complete guide covers hiring self-starters, using the right tools for communication and collaboration, and building company culture across distributed teams. Learn from Tallyfy's experience as a 100% remote company with employees working globally from the USA to India.
- [How to Write a Standard Operating Procedure [5 Easy Steps]](https://tallyfy.com/write-standard-operating-procedure-sop/): Standard Operating Procedures document your business processes to ensure consistency and efficiency. This guide covers five essential steps for creating effective SOPs, from gathering your team to implementing documentation that onboards employees and enforces best practices across your organization.
- [What is Project Management Office (PMO) [Top 10 Benefits]](https://tallyfy.com/project-management-office-pmo/): A project management office provides project management expertise to organizations, ensuring projects stay on schedule and aligned with stakeholder goals. PMOs establish standards, optimize efficiency, document processes, and report progress across the portfolio. Organizations with mature PMOs see better performance, quality outcomes, and improved strategic decision-making through centralized project oversight.
- [Process Owners: Key to Process Improvement](https://tallyfy.com/process-owner/): Process owners are essential for successful process improvement. They plan, organize, lead, and control processes while working with other stakeholders. Effective process owners need specialist expertise, people skills, and the ability to drive change. Early involvement and proper tools like business process management software help them succeed.
- [How to Use Prince2 For Project Management [5+ Principles]](https://tallyfy.com/prince2/): PRINCE2 stands for Projects in Controlled Environments, a flexible project management method used throughout the UK, Europe, and Australia. Learn the seven principles, seven themes, and seven processes that make PRINCE2 one of the two most widely used project management methodologies worldwide, alongside PMP certification.
- [How to Write a Killer Operations Manual [5 Easy Parts]](https://tallyfy.com/operations-manual/): Operations manuals store complete company know-how from procedures to emergency responses, enabling scaling without losing efficiency. This guide covers five essential components including processes, business policies, hierarchy, contacts, and emergency procedures, plus strategies for creating and publishing your manual.
- [Picking from the Top 5 BPM Tools: Features and Comparison](https://tallyfy.com/bpm-tools/): Choosing the right BPM tool means evaluating three critical features: drag-and-drop process design instead of complex BPMN, flexible integration capabilities through platforms like Zapier, and reasonable pricing that scales with your business rather than requiring six-figure upfront investments.
- [How to Use Deming’s 14 Points to Improve Quality](https://tallyfy.com/demings-14-points/): Quality management is a topic that is close to any business owner and manager's heart. Whatever business we undertake, we want to do it well - and if we can be the best, outdoing all our competitors, so much the better. Dr. W. Edwards Deming, a respected academic, engineer, business consultant, and author also felt that quality was the key to success.
- [How to Use Kaizen to Continuously Improve Your Business](https://tallyfy.com/kaizen-continuous-improvement/): Kaizen is a Japanese approach to continuous improvement through small, gradual changes. Unlike major overhauls, it focuses on consistent incremental improvements involving everyone in the organization. Learn how to establish a culture of Kaizen and use proven methodologies to continuously improve your business processes.
- [PMBOK in Project Management: Definition and Best Practices](https://tallyfy.com/pmbok/): PMBOK stands for Project Management Body of Knowledge, the comprehensive source work for project management standards recognized by ANSI and ISO. This guide covers 47 processes organized into five groups and ten knowledge areas. Learn how to apply PMBOK best practices to manage projects from initiation through closure effectively.
- [5 Phases in the Project Management Process](https://tallyfy.com/project-management-process/): The project management process breaks complex goals into five straightforward phases: Initiation explores ideas with business case and feasibility study, Planning defines scope and calculates costs while identifying risks, Execution coordinates activities and resources, Monitoring and Control adjusts plans and intervenes when needed, and Closure hands over work while evaluating for continuous improvement.
- [How to Solve Any Problem With Root Cause Analysis (RCA)](https://tallyfy.com/root-cause-analysis-rca/): Have you ever had a seemingly unsolvable problem? Sure, you have! Your business is going all out trying to reach a specific goal or target, but you fall short. Someone says the equipment is to blame. So, you buy better equipment, but the problem persists. Then, your management team suggests that it's human error, so you dive in with training interventions and performance appraisals.
- [How to Improve Your Business With the Gemba Walk](https://tallyfy.com/gemba-walk/): When you're looking for ways to improve a process, the boardroom may not be the best place to begin. It's easy to overlook some important detail when you're considering a process in an abstract way. Toyota realized this and incorporated the Gemba Walk into its Lean and Six Sigma philosophies. This powerful practice takes you to where the work actually happens.
- [Improve Efficiency With Business Process Integration](https://tallyfy.com/business-process-integration/): Business process integration connects your BPM software with other systems to automate workflows end-to-end. Discover no-code integration solutions using tools like Zapier that eliminate expensive custom development and make process automation accessible to any business.
- [3 Task Automation Tools to Eliminate Grunt Work [Examples]](https://tallyfy.com/task-automation-tools/): Every company has grunt work that wastes valuable time. Discover three essential task automation tools that eliminate manual work by connecting your systems together, from Zapier for app integration to Microsoft Flow and workflow automation software.
- [9+ Must-Have HR Tools for Any Business](https://tallyfy.com/hr-tools/): HR tools streamline every critical function from hiring and recruitment to onboarding, payroll, and employee wellness programs. Discover nine essential software solutions including applicant tracking systems, employee screening tools, and performance management platforms that make people management easier and help your HR team focus on strategic work.
- [11+ Workflow Apps to Maximize Company Productivity](https://tallyfy.com/workflow-apps/): Discover 11 essential workflow apps to maximize company productivity. From process management and automation to task tracking and communication tools, learn how to streamline workflows and eliminate inefficiencies across your organization.
- [How to Use the Gantt Chart to Speed Up Your Project](https://tallyfy.com/gantt-chart-project-management/): A Gantt Chart is a bar chart used for visually representing a project's schedule. It is used in project management for illustrating tasks or activities in relation to time. In very simple terms, a Gantt Chart shows which tasks need to be completed and when they must be completed. When creating a strategic business plan, understanding Gantt Charts is essential for effective project planning and execution.
- [Skyrocket Productivity with Business Process Transformation](https://tallyfy.com/business-process-transformation/): Business process transformation uses new technology to fundamentally change how work gets done. Learn about essential tools for project management, process automation, and accounting, plus how Ford reduced their accounts payable department by 75 percent through digital transformation.
- [8+ Practical Business Process Improvement Ideas](https://tallyfy.com/business-process-improvement-ideas/): Whatever your organization does, business processes can always be more efficient. Discover eight practical business process improvement ideas covering software adoption, process automation, analysis techniques, and problem-solving methodologies you can implement immediately.
- [What is Know Your Customer (KYC) and Why It Matters](https://tallyfy.com/know-your-customer-kyc/): Know Your Customer regulations secure banks against fraud, money laundering, and terrorist activities. Learn the key components of KYC compliance including verifying customer identity, anticipating financial behaviors, and monitoring risk. Discover how Customer Identification Programs and Enhanced Due Diligence protect financial institutions.
- [How to Solve Any Problem with the Eight Disciplines (8D)](https://tallyfy.com/eight-disciplines-8d/): The Eight Disciplines methodology provides a straightforward, team-based template for solving product and process-related problems. Learn how to identify root causes, implement effective corrections, and prevent problem recurrence using this proven Ford Motor Company framework that targets three basic aims: identify, correct, and prevent.
- [9 Best Business Process Modeling Techniques (With Examples)](https://tallyfy.com/business-process-modeling-techniques/): Business process modeling techniques range from standardized BPMN notation to simple flowcharts, each serving different needs. BPMN offers comprehensive process representation, while traditional flowcharts work well for straightforward workflows. Choosing the right technique depends on process complexity and team familiarity.
- [How to Improve Business Processes [4+ Practical Ideas]](https://tallyfy.com/improve-business-processes/): Improving business processes increases efficiency and productivity across your entire organization by eliminating waste and reducing costs. Learn four practical approaches including process documentation and standardization, streamlining workflows, automation tools, and strategic outsourcing to transform how your company operates and delivers value to customers.
- [6 Essential Change Management Models to Help Innovate & Grow](https://tallyfy.com/change-management-models/): Over 70 percent of change initiatives fail, but using proven change management models can significantly improve your odds of success. Explore six essential frameworks including McKinsey 7-S, Lewin's model, ADKAR, and Kotter's 8-step approach to drive organizational innovation and growth.
- [How to Use PDCA Cycle to Improve Process Efficiency](https://tallyfy.com/pdca-cycle/): The PDCA cycle, also known as the Deming cycle, is an essential technique for continuous process improvement. Learn how to use the Plan-Do-Check-Act framework to identify problems, implement solutions, and achieve ongoing efficiency gains in your business processes.
- [14 Free Brainstorming Tools To Facilitate Innovation](https://tallyfy.com/brainstorming-tools/): Brainstorming tools help teams collaborate remotely while capturing and organizing ideas. Virtual whiteboards, mind mapping software, and mobile apps facilitate creative thinking beyond traditional pen and paper. Online brainstorming has been proven to make participants more creative and productive than in-person sessions.
- [10 Brainstorming Techniques to Supercharge Innovation](https://tallyfy.com/brainstorming-techniques/): More heads are better than one, right? For many teams, group conversation seems to be the prevailing brainstorming technique. Get everyone on the team into a conference room, introduce the question or challenge at hand, and wait for the ideas to flow freely. It's as if - by magic - the next winning idea will emerge from a group of people sitting around a table talking.
- [How to do Process Improvement with As-Is and To-Be Processes](https://tallyfy.com/as-is-to-be-business-process/): The as-is state documents how a process operates now, while the to-be state maps the future improved version. Documenting both states is essential for successful process improvement. The as-is provides an accurate view for analysis, while the to-be serves as a point of reference for implementation and standardization.
- [How to Document and Implement a To-Be Business Process](https://tallyfy.com/to-be-business-process/): The to-be business process is the future state of an as-is process. After documenting and analyzing an as-is process, you create a to-be process map to visualize potential improvements. Learn how to document, implement, and track your to-be business processes effectively.
- [How to Map and Analyze an As-Is Business Process](https://tallyfy.com/as-is-business-process/): Documenting the as-is business process is the essential first step for process improvement. Understanding current processes through employee input and process mapping reveals inefficiencies and opportunities. The as-is analysis identifies problems and guides the transition to an improved to-be process state.
- [All You Need to Know About UML Diagrams](https://tallyfy.com/uml-diagram/): A UML diagram is based on the Unified Modeling Language for visually representing a system along with its main actors, roles, actions, artifacts or classes. Learn about the 14 different types of UML diagrams, their uses, and which tools to use for creating them.
- [Improve Company Efficiency by Streamlining Business Processes](https://tallyfy.com/streamline-improve-business-process/): Streamlining business processes improves efficiency through process mapping, analysis, and optimization. This four-step approach removes unnecessary steps, adopts better methodologies, or implements new technology to increase profits, boost employee morale, and deliver happier customers through reduced defects and faster delivery.
- [What is Onshore Outsourcing: Definition and Benefits](https://tallyfy.com/onshore-outsourcing/): Onshore outsourcing contracts firms or freelancers in your own country, offering advantages over offshore alternatives. Discover nine key benefits including easier communication, better quality control, cultural alignment, and how local outsourcing can actually reduce costs while supporting domestic job creation.
- [All You Need to Know About APQP Process : Definition, Steps and Benefits](https://tallyfy.com/apqp-process/): APQP prevents the 70% failure rate that plagues product launches by building quality into every phase from planning through production. The five-phase framework reduces time-to-market by 47% while meeting quality targets 54% more often. Modern digital tools solve the checkbox mentality by providing real-time tracking and visibility.
- [9 Steps to a Successful Change Management Process](https://tallyfy.com/change-management-process/): Successful change management requires preparing teams for transformation, gaining leadership buy-in, communicating vision clearly, removing obstacles, setting achievable milestones, and incorporating changes into organizational culture. Following proven models like ADKAR, Lewin, or Kubler-Ross helps navigate the 70 percent failure rate by addressing technical and emotional transformation aspects.
- [What is Statement of Work (SOW) in Project Management](https://tallyfy.com/statement-of-work-sow/): A Statement of Work is a legally binding document that specifies project deliverables, timelines, responsibilities, and acceptance criteria for vendor or internal team activities. This essential project management tool defines purpose, scope, tasks, payment schedules, and quality standards to ensure all parties understand expectations.
- [Determine the Root Cause of Any Problem With 5 Whys](https://tallyfy.com/5-whys-analysis/): The 5 Whys technique uncovers root causes by asking why repeatedly until reaching the true source of problems. Most organizations stop at symptoms, missing the deeper issues that cause 87% of problems to resurface within 90 days. By fixing root causes instead of surface symptoms, teams achieve compound improvements and prevent problems from recurring.
- [10+ Must-Have Tools for Running a Remote Team](https://tallyfy.com/remote-team-tools/): Remote teams need the right tools to digitize office life and stay productive. This guide covers essential software for communication (Slack, Skype), project management (Basecamp, Asana, Tallyfy), time tracking (Toggl, TimeDoctor), employee rewards (WooBoard), and utilities like file sharing and password management. Get the complete toolkit for managing distributed teams effectively.
- [8+ Workflow Examples from Different Industries](https://tallyfy.com/workflow-examples/): Process (or workflow) management and automation is something that can benefit just about any business, considering the countless benefits it offers. The hard part, though, is figuring out which of your business processes can be streamlined or automated. Here are 10+ most common workflow examples from different industries.
- [Process vs Procedure: What’s the Difference?](https://tallyfy.com/procedure-vs-process/): Processes define what needs to be done while procedures specify how to do it. A process shows the series of tasks transforming inputs into outputs. A procedure details who is responsible, when tasks occur, and specifications for each step. Understanding this distinction helps businesses document workflows effectively and maintain quality through clear, repeatable guidelines.
- [How and Why Use Milestones in Project Management](https://tallyfy.com/milestones-project-management/): No matter what your project, getting big things done means taking little steps toward the endpoint. Learn why project milestones are essential for realistic planning, team coordination, and motivation, plus how to set SMART milestones that keep projects on track.
- [7 Wastes Of Lean Manufacturing - Definition and 2+ Real-Life Examples](https://tallyfy.com/7-wastes-lean/): Is your company wasting its potential profits? Chances are you will say No, but it might be time to take a step back and look for the hidden wastes that could be eating into your bottom line. The Lean Manufacturing philosophy identifies 7 wastes, but lately, experts have suggested that we consider an 8th one too.
- [Total Quality Management (TQM): Definition and Principles](https://tallyfy.com/total-quality-management-tqm/): Total Quality Management is an approach where every person in an organization contributes to process, product, and service improvement. It becomes part of the working culture and drives continuous improvement. Learn the core principles, tools, and implementation strategies for TQM in your organization.
- [What is a Workflow Diagram: Definition and 3+ Examples](https://tallyfy.com/workflow-diagram-2/): Workflow diagrams visually represent business processes using standardized symbols to describe exact steps and responsible individuals. This simple yet powerful tool helps teams understand how work gets done, identify weaknesses, train new employees, and improve process efficiency across any industry.
- [15+ Software Documentation Tools That Will Save the Day](https://tallyfy.com/software-documentation-tools/): Software documentation tools transform code into understandable glass boxes. This comprehensive guide reviews fifteen markdown editors including desktop apps like Typora and Visual Studio Code, in-browser editors like Stackedit and Dillinger, and automatic generation tools like Swagger and Doxygen.
- [The Essential Supplier Onboarding Checklist](https://tallyfy.com/supplier-onboarding/): When you start working with new suppliers, supplier onboarding is an essential first step. The alternative is a stressful, ad-hoc process that could result in a breakdown of relations, loss of productivity, and lost income. Proper onboarding allows you and your suppliers to enter a business relationship with clear expectations.
- [Definition - What is Case Management?](https://tallyfy.com/case-management/): Case management is a process for handling non-routine situations from start to finish under a case manager's coordination. Unlike standard processes, cases involve unpredictability, requiring human judgment and flexible responses as new information emerges throughout the process.
- [What is Cost of Quality (CoQ) and How it Works](https://tallyfy.com/cost-of-quality/): In a way, Cost of Quality (CoQ) is a confusing term. To anyone new to it, it sounds like a term that refers to the cost you incur to produce a quality item. However, the simplest definition of the term would be the cost of failing to produce quality.
- [What is Compliance Management & Why It’s Important](https://tallyfy.com/what-is-compliance-management/): Compliance management is the process of ensuring your company adheres to laws, regulations, and standards. Learn why it matters, the two main approaches to implementation, and how to get started with effective compliance management to protect your business.
- [Organizational Strategy: Definition and Examples](https://tallyfy.com/organizational-strategy/): Organizational strategy is a dynamic long-term plan mapping the route to your goals. Learn how to set SMART goals, choose between Porter's three generic strategies, and develop functional strategies across finance, marketing, sales, production, and human resources to achieve your vision.
- [What is Offshore Outsourcing: Definition and Benefits](https://tallyfy.com/offshore-outsourcing/): Offshore outsourcing allows companies to work with teams globally, reducing capital costs and turning fixed costs into variable costs. While controversial for taking jobs overseas, it provides significant value through lower pricing. Compare offshore outsourcing to nearshore and onshore alternatives to determine the best approach for your business needs.
- [5W2H: A Simple Project Management Framework That Actually Works](https://tallyfy.com/5w2h/): The 5W2H method ensures action plans succeed by answering seven key questions: what, why, where, when, who, and how much. This simple framework transforms ideas into coordinated, time-bound actions with clear accountability. Originally developed for business process improvement, it works equally well for meeting minutes and project implementation.
- [Quick Guide to Design Failure Mode and Effect Analysis (DFMEA)](https://tallyfy.com/dfmea/): Design Failure Mode and Effect Analysis helps businesses detect potential product defects before they become costly problems. This Six Sigma methodology identifies what can go wrong, why it might happen, and how to prevent or reduce failures before they impact customers.
- [What is the PCI Compliance Audit – And How to Pass](https://tallyfy.com/pci-compliance-audit/): PCI compliance audits verify that your business handles credit card information securely. No matter your business size, you should undergo auditing to protect customer data and build trust. This guide covers what auditors examine, the step-by-step audit process, and how to prepare effectively to pass your first audit.
- [How to do a Project Status Report and What To Include [Free Checklist!]](https://tallyfy.com/project-status-report/): A regular project status report is essential for keeping stakeholders informed and ensuring projects stay on track. Learn what to include in effective project status reports with our free checklist covering executive summaries, milestones, risks, and current progress.
- [Project Risk Management: All You Need to Know](https://tallyfy.com/project-risk-management/): Project risk management is the act of proactively identifying and mitigating risk. Imagine that your team is working on developing new software for a client and you have allotted six months to complete the project. However, once you are in the thick of it it becomes apparent that it will take closer to nine months to complete.
- [Responsibility Assignment (RACI) Matrix: A Comprehensive Guide](https://tallyfy.com/raci-matrix/): Summary: The best way to forget something important is to write it down and file it away. RACI matrices fail because people forget 90% of documented processes within 7 days - the forgetting curve makes static documentation fundamentally flawed for dynamic work environments. Successful organizations don't document responsibilities in matrices - they build them into workflows that execute themselves.
- [Business Process Outsourcing: Definition, Benefits & Guide](https://tallyfy.com/business-process-outsourcing-bpo/): Business process outsourcing contracts entire business functions to external partners, potentially lowering costs by fifteen percent on average. This guide covers offshore, nearshore, and onshore options, benefits and risks, and a step-by-step process for selecting and managing BPO partners effectively.
- [Business Process Analysis: Definition, Techniques, and Examples](https://tallyfy.com/business-process-analysis/): Business process analysis is an analysis method that helps to increase the efficiency and effectiveness of a process. It assesses how well the process achieves its end goal by examining every part of the structure including the process itself, participating parties, and information exchange.
- [6 Fun Team Building Games That Your Employees Won’t Hate](https://tallyfy.com/team-building-games/): A team that works well together will be more productive and successful. But team building games often feel forced and awkward. Discover six fun team building activities that your employees actually will not hate, from icebreakers to creative challenges that build genuine workplace unity.
- [Voice of the Customer: Definition, Benefits and Tips](https://tallyfy.com/voice-of-the-customer/): Voice of the Customer (VoC) programs capture customer expectations and feedback to improve products and services. Effective VoC programs can lead to significant improvements in customer satisfaction, retention, and revenue.
- [How to Implement Project Onboarding & Why It Matters](https://tallyfy.com/project-onboarding/): Project onboarding gives new team members a common understanding of goals, deliverables, and expectations. This eight-step guide covers welcoming team members, personal introductions, policy reviews, tool access, training, vision sharing, day-one setup, and implementing a three-month orientation process for project success.
- [Step-by-Step Guide to a Successful Project Kickoff](https://tallyfy.com/project-kickoff/): Master the project kickoff process with this step-by-step guide. Learn how to define goals, assemble the right team, set KPIs, choose methodologies, and run effective kickoff meetings that set your projects up for success.
- [Business Process Modeling: Definition, Benefits and Techniques](https://tallyfy.com/business-process-modeling/): Learn business process modeling techniques to improve organizational efficiency. Discover how to map as-is and to-be processes using flowcharts, BPMN, and data flow diagrams to identify weaknesses and drive continuous improvement.
- [SIPOC Diagram: Definition and Steps](https://tallyfy.com/sipoc-diagram/): SIPOC diagram is a Six Sigma tool for documenting business processes at a high level. Standing for Suppliers, Inputs, Process, Outputs, and Customers, it provides a quick overview without excessive detail, making it ideal for onboarding new team members or initiating process improvements.
- [Everything You Need to Know About ISO Audit](https://tallyfy.com/iso-audit/): ISO certification provides a powerful marketing advantage and operational benefits. Learn about the three types of audits, from first-party self-assessment to third-party certification, plus how to prepare through internal auditing systems, corrective actions, and annual management reviews.
- [Business Process Standardization (BPS): Definition, Benefits & How-to](https://tallyfy.com/business-process-standardization/): Business process standardization establishes best-practice methods for carrying out processes across your organization. This guide covers the benefits of standardization, including higher productivity and easier onboarding, plus practical implementation steps using process mapping and workflow software.
- [8 Most Important Six Sigma Tools to Help Drive Change](https://tallyfy.com/six-sigma-tools/): Six Sigma tools are an essential part of any business process improvement initiative. By identifying flaws and weaknesses in your processes, they allow you to significantly improve the efficiency of your business.
- [The Ultimate Guide to Employee Onboarding Strategy [5+ tips]](https://tallyfy.com/employee-onboarding-strategy/): Structured employee onboarding increases retention by 58 percent within the first three years. Replacing employees costs up to 20 percent of annual salary, making effective onboarding critical. A well-planned strategy covering pre-arrival, day one, and the first month ensures successful integration.
- [Picking The Right Digital Workflow Software: 5 Must-Have Features](https://tallyfy.com/digital-workflow-software/): Digital workflow software transforms manual, paper-based processes into automated digital systems that dramatically increase efficiency and reduce errors. Discover five essential features including cloud-based technology, customizable notifications, and analytics dashboards to look for when choosing the right workflow management solution for your business.
- [The Step-by-Step Guide to Facilitating Team Decision Making](https://tallyfy.com/team-decision-making/): In a business environment, the most successful teams are the ones that have learned to work through problems and make decisions together. But as a team leader, facilitating successful team decision making is no small feat, especially when personal agendas and office politics cloud judgment.
- [Top 10 Strategies for Successful Sales Management](https://tallyfy.com/sales-management/): Sales management focuses on developing strategy, coaching teams, and monitoring performance to drive revenue growth. Effective sales managers find and retain top talent, help teams develop plans to reach quotas, and identify roadblocks in the sales process. Success requires leveraging technology, eliminating blame culture, and maintaining focus on the sales cycle.
- [Business Process Optimization: Definition, How-To & Examples](https://tallyfy.com/business-process-optimization/): Business process optimization improves efficiency through three approaches: restructuring workflows to eliminate wasteful steps, automating repetitive tasks with software tools, and adopting new technology that fundamentally transforms how work gets done. Success requires mapping, analyzing, and systematically improving your processes.
- [Business Process Design (BPD): What It Is And How It Works](https://tallyfy.com/business-process-design/): Business process design creates new workflows from scratch, mapping repeatable steps critical to achieving business goals. Unlike implicit processes where tasks happen by memory, structured design documents exact steps and responsibilities. This approach ensures consistency, boosts productivity, and enables continuous improvement through tools like process mapping and business process management software.
- [Prosperworks vs Pipedrive - A Side By Side Comparison](https://tallyfy.com/prosperworks-vs-pipedrive/): Prosperworks and Pipedrive are two leading CRM platforms with distinct advantages. Prosperworks offers seamless Google Suite integration, while Pipedrive provides broader app connectivity at lower prices. This comparison helps you choose the right CRM for your business needs and budget.
- [Pipedrive vs Salesforce – Best CRM to Manage Your Sales](https://tallyfy.com/pipedrive-vs-salesforce-crm/): Choosing the right CRM software can increase sales productivity by up to 34%. This detailed comparison evaluates Pipedrive and Salesforce side by side, covering features, pricing, integration capabilities, and ideal use cases. Learn which CRM best suits small teams versus enterprises, and how to decide based on your specific business needs.
- [Value Stream Mapping: Definition, Steps, and Examples](https://tallyfy.com/value-stream-mapping/): Value stream mapping is a lean management tool that helps visualize the steps needed to take from product creation to delivering it to the end-customer. As with other business process mapping methods, it helps with introspection (understanding your business better), as well as analysis and process improvement.
- [Intelligent Automation: Definition and Examples](https://tallyfy.com/intelligent-automation/): Intelligent automation combines artificial intelligence with automation to help businesses transcend efficiency limitations and reduce labor costs. Explore real-world examples across industries from financial services and healthcare to autonomous vehicles and robotics, and learn how this revolutionary technology is changing the way companies work and compete.
- [Step-By-Step Guide to Business Process Mapping](https://tallyfy.com/business-process-mapping/): Business process mapping visualizes how your business operates, revealing strengths, weaknesses, and improvement opportunities. This powerful technique helps solve problems, manage risks, ensure compliance, and establish best practices. Dating back to 1921, it remains essential for modern business efficiency.
- [What is a Workflow – a Beginners Guide [3+ Real-Life Examples]](https://tallyfy.com/what-is-a-workflow/): A workflow is how you get work done - a series of repeatable tasks that happen in sequence. Learn what workflows are, how to document them, and use workflow software to track and automate your business processes.
- [Business Process – Definition, Steps and Examples](https://tallyfy.com/business-process/): A business process transforms chaos into consistency - it's the repeatable series of steps that gets work done the same way every time. Learn how documented processes save 2 hours daily per employee while reducing errors by 48%.
- [Professional Services Automation: Definition and Use-Cases](https://tallyfy.com/professional-services-automation/): Professional services automation is what differentiates the good service-company from the OK. Using professional services automation (PSA) software, your company can make your interaction with the clients much smoother for both parties.
- [Guide to Managing Regulatory Change [5+ Actionable Tips!]](https://tallyfy.com/managing-regulatory-change/): Managing regulatory change requires understanding new legislation, monitoring official communications, and implementing compliance systematically. Learn best practices for achieving regulatory compliance while minimizing disruption and cost. Discover how to map affected business areas, engage employees effectively, and streamline the change process with workflow software.
- [Top 7 Tips For New Employee Orientation](https://tallyfy.com/employee-orientation/): Effective employee orientation can increase retention by 25 percent and help new hires become productive faster while reducing turnover costs. Discover seven essential tips for creating a welcoming, structured orientation process that communicates company culture and values while setting your new employees up for long-term success.
- [Step-By-Step Guide to the Employee Offboarding Process](https://tallyfy.com/offboarding-process/): A comprehensive employee offboarding checklist covering resignation handling, final documentation, work handover, exit interviews, and equipment recovery. Learn how to create a smooth departure process that minimizes disruption, maintains positive relationships, and ensures nothing falls through the cracks. Discover how workflow software streamlines offboarding.
- [How to Write a Project Proposal That](https://tallyfy.com/project-proposal/): A winning project proposal can make the difference between a promotion and being overlooked. Learn what to include in your proposal from organization details and methodology to risk management and costs, plus best practices for timing, problem-solving clarity, and tailoring to your audience.
- [What is a Project Charter: Definition and Examples](https://tallyfy.com/project-charter/): A project charter formally authorizes a project and provides the project manager with authority to apply organizational resources. This foundational document outlines the project's purpose, objectives, scope, stakeholders, timeline, budget, and success criteria to ensure all parties share a common understanding.
- [The Service Process: Definition and Types](https://tallyfy.com/service-process/): The service process defines how customers experience your company and can provide competitive advantage. Three main types exist: line operations with sequential steps, job shop operations tailored to client needs, and intermittent operations for unique projects. High customer contact requires greater flexibility and coordination.
- [The Order to Cash (O2C) Process: Definition and Best-Practices](https://tallyfy.com/order-to-cash/): The Order to Cash process covers every step from order placement to payment receipt. Learn how to streamline both the order management and bill-to-cash processes, identify common pitfalls causing delays and errors, and apply best practices to reduce lead times and improve cash flow for your business.
- [Process Architecture: Definition and Examples](https://tallyfy.com/process-architecture/): Even a simple hot dog vendor manages purchasing, quality standards, hygiene, inventory, and change-making processes that all support the core activity. Without understanding full process architecture, businesses waste inputs, energy, time, and space on unnecessary steps that directly erode profits. Benefits include full overview of activities, simplification opportunities, cost cutting, faster response times, automation identification, easier training, and strategic insights.
- [Project Portfolio Management (PPM): Definition and How To](https://tallyfy.com/project-portfolio-management/): Project portfolio management helps companies analyze potential returns from projects before investing resources. By comparing projects using real metrics, management can select those offering the best ROI with minimal risk. Smart businesses don't gamble with project investments.
- [The Omni-Channel Experience: Definition and 5 Examples](https://tallyfy.com/omni-channel-experience/): The omni-channel experience is a seamless integration of all online, telecom, and brick-and-mortar platforms that creates unified customer interactions. Companies like Starbucks, Sephora, and Bank of America demonstrate how this approach transforms customer engagement across multiple touchpoints.
- [What is Process Documentation (And How to Do it)](https://tallyfy.com/process-documentation/): Process documentation creates flowcharts showing exact steps needed to carry out a business process. This systematic approach helps companies train employees, identify inefficiencies, and enable continuous improvement. Unlike undocumented workflows where knowledge exists only in peoples heads, process documentation ensures consistency and preserves institutional knowledge across the organization.
- [Everything You Need To Know About PERT in Project Management](https://tallyfy.com/pert/): PERT stands for Program Evaluation and Review Technique, a statistical tool for analyzing project tasks. Created in the 1950s by the US Navy, PERT helps project managers discover the time needed for each task and the minimum project completion time. Learn the terminology, step-by-step process, and pros and cons of using PERT charts.
- [What is Operational Risk Management – Definition and Core Concepts](https://tallyfy.com/operational-risk-management/): Operational Risk Management is a methodology for identifying, assessing, measuring, and mitigating business risks. Learn the three levels of ORM, the four key stages from risk identification to monitoring, and the benefits of implementing a comprehensive risk management strategy. Discover how to protect your organization from operational failures.
- [How to Pick the Best BPM Solutions [5 Must-Have Features]](https://tallyfy.com/bpm-solutions/): BPM solutions digitize and automate your business processes, eliminating email chaos and manual task tracking. Modern cloud-based tools offer instant setup, transparent pricing, and intuitive interfaces, contrasting sharply with traditional enterprise solutions that require months of implementation and expensive training.
- [BPM vs Workflow: What's the Difference?](https://tallyfy.com/bpm-workflow-difference/): BPM and workflow management software share similar core features but differ dramatically in implementation. Traditional BPM requires months of setup and six-figure investments, while modern workflow management offers instant cloud-based registration and affordable per-user pricing that scales with your team.
- [Best Accounting Software: QuickBooks vs Xero](https://tallyfy.com/quickbooks-vs-xero/): Almost all companies need to carry out basic tasks such as invoicing, paying wages, dealing with payments, and building accounting reports. Accounting software makes performing these functions easy and efficient. There is, however, a lot of software that does just that! To help make the choices easier for you, we narrowed down the list to two of the best options.
- [Hope is Not a Strategy for Onboarding Customers](https://tallyfy.com/hope-onboarding-customers/): This is a guest post by Donna Weber - a customer onboarding expert I recently had lunch with my friend and colleague Roderick Jefferson. Roderick is a nationally recognized educational and motivational speaker and is also an acknowledged thought leader in the sales enablement space. When Roderick shared his tag line Hope is Not a Strategy, it resonated deeply.
- [The 6 Stages of the Customer Buying Process & How to Leverage Them](https://tallyfy.com/buying-process/): Understanding the customer buying process is essential for effective sales and marketing. Learn the six stages customers go through before making a purchase, from problem recognition to post-purchase evaluation, and how to optimize your strategy for each stage.
- [The Complete Guide to the Purchase Order Process](https://tallyfy.com/purchase-order-process/): Purchase orders are not just bureaucratic paperwork. They create legally binding contracts between buyers and sellers, enable budgeting, manage expectations, and provide audit evidence. Discover the complete purchase order workflow from requisition to delivery, plus automation strategies to eliminate manual errors.
- [What is a Change Request and How to Manage It](https://tallyfy.com/change-request/): Change requests are inevitable in project management, proposing alterations to agreed deliverables. Managing them effectively requires documenting the request, assessing scope impact, prioritizing with your team, approving or rejecting based on merit, and communicating the decision to all stakeholders.
- [Definition – What are Knowledge Workers?](https://tallyfy.com/knowledge-workers/): Peter Drucker coined the term knowledge workers in 1959 to describe employees whose jobs involve acquiring and using information creatively. These individuals with high education and experience focus on developing strategies and creating new products rather than manual labor. Today, roughly 50% of jobs require employees to use and share knowledge.
- [The Complete Guide to Team Building Activities [30+Ideas!]](https://tallyfy.com/team-building-activities/): Teams that love working together accomplish far more, but most team buildings fail because nobody cares. Activities serve specific purposes: Icebreakers help new teams get to know each other without creepy personal questions, bonding exercises like Minefield build trust so coworkers aren't seen as office serial killers, creative exercises like Marshmallow Challenge unlock brainstorming in work settings, and cooperation activities like Escape Rooms fix yelling and missed deadlines.
- [Complete Guide to Business Process Improvement Tools [10+ Tools!]](https://tallyfy.com/business-process-improvement-tools/): Business process improvement tools fall into four categories: process mapping to visualize workflows, problem-solving techniques to find root causes, improvement methodologies like PDCA and DMAIC, and automation software to eliminate manual work and boost productivity.
- [How BPM Works and Leads to Business Growth](https://tallyfy.com/how-bpm-works/): Business Process Management is a systematic approach to making workflows more effective, efficient, and adaptable. BPM follows a lifecycle of design, modeling, execution, monitoring, and optimization. Organizations using BPM reduce costs, increase flexibility, minimize risk, and achieve measurable results on the road to business growth through better process management.
- [Top 5 Reasons Your Business Needs HR Workflow Software](https://tallyfy.com/hr-workflow-software/): Workflows ensure tasks pass between participants systematically - sequential, state machine, or rules-driven. Missing a single HR step creates business setbacks. Poor onboarding affects long-term performance and retention, while automated workflows bring consistency to IT and payroll. Careful planning prevents automation backlash; few businesses ever reverse automation decisions once implemented properly.
- [Latest Business Process Management Trends](https://tallyfy.com/business-process-management-trends/): Business process management continues to evolve with real-time analytics, remote collaboration tools, and Internet of Things integration. Discover the latest BPM trends shaping how organizations optimize workflows, adapt to change, and leverage technology for competitive advantage.
- [Top Tips For Creating A Successful Team Charter](https://tallyfy.com/team-charter/): Team charters must include mission statements, measurable goals, RACI matrix defining roles and responsibilities, resource budgets allocated to functions, and review processes. Creating charters early reveals budget shortfalls, missing roles, and resource gaps before they become problems. When problems hit, charters show exactly who's responsible for what and why.
- [Best Task Automation Tool – Zapier vs IFTTT](https://tallyfy.com/zapier-vs-ifttt/): Choosing between Zapier and IFTTT for task automation depends on your needs. Zapier offers powerful multi-step workflows and 750 plus business integrations with advanced filters for professional use. IFTTT provides simple one-to-one triggers and 300 plus integrations focused on personal tasks and home automation.
- [Best Collaboration Software – Confluence vs Sharepoint](https://tallyfy.com/confluence-vs-sharepoint/): Confluence and SharePoint are powerful collaboration platforms that eliminate version control nightmares from email attachments. Both offer cloud-based document management, real-time editing, discussion boards, and team calendars. This comparison examines their advantages and disadvantages to help you choose the best collaboration software for your team's needs.
- [Continuous Process Improvement (CPI): Definition and Techniques](https://tallyfy.com/continuous-process-improvement/): Continuous process improvement is the ongoing effort to enhance products, services, and processes through incremental or breakthrough changes. Learn key techniques like PDCA, process mapping, and Kaizen. Discover how to build a culture of innovation that empowers employees to contribute improvements and drives lasting organizational success.
- [6+ Continuous Improvement Tools to Help Drive Growth](https://tallyfy.com/continuous-improvement-tools-growth/): Essential continuous improvement tools help identify process weaknesses and implement solutions. Discover process mapping techniques, the PDCA cycle for testing changes, root cause analysis methods, the 5 Whys questioning approach, DMAIC methodology, and how process management software ensures lasting change.
- [7 Basic Quality Tools for Process and Product Improvement](https://tallyfy.com/quality-tools/): The 7 basic quality tools are graphical techniques developed by Kaoru Ishikawa for troubleshooting product and process quality issues. Learn how flow charts, histograms, cause-and-effect diagrams, and other essential tools help organizations control and improve quality.
- [New Employee Onboarding Process – Complete Guide [Bonus Checklist!]](https://tallyfy.com/new-employee-onboarding-process/): Employee onboarding is the first step in a new hire relationship, involving education about the company culture, team introductions, and tool setup. A structured onboarding process can increase retention by 25% and boost productivity by getting employees up to speed faster.
- [Best Spreadsheet Software – Microsoft Excel vs Google Sheets](https://tallyfy.com/microsoft-excel-vs-google-sheets/): Excel costs $110 but handles massive datasets without slowing down, offers Power View for interactive visualizations, and includes advanced formulas for serious calculations. Google Sheets is free with real-time collaboration where multiple users edit simultaneously without version conflicts. Your data volume determines the winner - thousands of rows demand Excel's power.
- [Best Flowchart Software – Lucidcharts vs Visio](https://tallyfy.com/lucidcharts-vs-visio/): LucidChart wins on simplicity and price with free tier available and paid plans starting much lower than Visio's $5 per user monthly minimum. The differentiator is real-time collaboration - multiple users can edit simultaneously with built-in chat, while Visio only offers basic sharing without true collaborative editing.
- [How to Pick the Best Workflow Management System [Tips & Examples]](https://tallyfy.com/workflow-management-system/): Workflow management systems help create, automate, and track business processes for improved efficiency. Learn how to choose the right software, what features matter most, and how leading solutions compare for employee onboarding, document approvals, and content marketing.
- [Workflow vs Process: The Clear Difference That Actually Matters](https://tallyfy.com/workflow-process/): A workflow is the specific sequence of tasks to complete something tangible, while a process encompasses multiple workflows working toward a strategic business goal. Workflows are tactical and detailed; processes are broader and strategic. Understanding this distinction prevents teams from optimizing the wrong things and automating chaos.
- [Definition – What is a Sales Cycle?](https://tallyfy.com/definition-sales-cycle/): A sales cycle refers to the series of events from when a salesperson first engages with a prospect until the sale is made. Understanding the seven stages helps shorten your sales cycle and improve efficiency.
- [The Essential Guide to Automating Content Publishing Workflow](https://tallyfy.com/publishing-workflow/): Publishing workflows coordinate every action from content ideation to publication, preventing organizational chaos in editorial processes. This guide covers creating workflows using software tools, automating steps with notifications and deadlines, and managing content creation through editing, design, and final publishing.
- [How to Establish a Performance Improvement Plan](https://tallyfy.com/performance-improvement-plan/): Performance improvement plans need three critical elements: clear area of underperformance, expected improvements, and consequences for not meeting criteria, all documented objectively with employee sign-off. Focus on specific instances where employees missed marks in job functions rather than vague complaints like behavioral problems. Regular follow-up meetings show you actually care.
- [How to Effectively Scale Your Startup](https://tallyfy.com/scale-your-startup/): Startup Genome surveyed 3,200+ startups and found 74% fail from premature scaling - growing without the right business model or systems. The key is hiring generalists first who can set frameworks before specialists arrive, automating processes with tools like Zapier and Tallyfy, and ensuring your business operates like a vending machine even when you're not present.
- [Product Planning: Definition, Strategies and Examples](https://tallyfy.com/product-planning/): Product planning spans from idea conception to market launch. Learn the critical stages including product conception, market research, introduction, and lifecycle management, plus proven strategies like The Four Gates framework and agile product planning to maximize your chances of success.
- [How to Choose the Right Six Sigma Consultant](https://tallyfy.com/six-sigma-consultant/): Most Six Sigma projects fail to meet objectives, making consultant choice critical. New consultants charge $1,000-2,000 daily while experienced professionals command $2,500-5,000 per day, with project fees ranging $20,000-100,000. Interview multiple candidates, check references with other business owners, and prioritize culture fit over credentials alone.
- [Six Sigma Software: Definition, Types and Uses](https://tallyfy.com/six-sigma-software/): Six Sigma targets 3.4 defects per million opportunities, dating back to Motorola in the 1980s when executive Art Sundry sought better quality consistency, eventually winning the Malcolm Baldridge National Quality Award. Four main software types exist: analysis tools, program management tools, DMAIC/Lean collaboration tools, and data collection tools feeding information directly into analysis systems.
- [Business Process Reengineering (BPR): Definition, Steps, Examples](https://tallyfy.com/business-process-reengineering/): Ford cut accounts payable staff by 75% through BPR, reducing their department from 500 people to match Mazda's efficiency. Michael Hammer's 1990 Harvard Business Review insight still matters: companies were using technology to upgrade horses with lighter horseshoes instead of building cars, automating inefficient processes rather than recreating them from scratch.
- [How Employee Orientation Benefits Company Health](https://tallyfy.com/orientation-benefits/): Strong employee orientation programs grab quality talent, boost engagement, and reduce turnover. Early engagement through orientation helps new hires understand culture, build trust with leadership, and forge connections that lead to long-term success. Well-executed orientation increases earnings per share by 174 percent compared to competitors with poor onboarding practices.
- [Customer Experience: A Step-by-Step Guide](https://tallyfy.com/customer-experience/): 77% of people are more likely to buy when referred by a friend - yet most companies focus on acquisition, not experience. Customer experience spans three critical stages: acquisition (set real expectations), product delivery (add bonuses, focus on aesthetics), and post-sale support (always follow up). Apple proves premium pricing works when the experience justifies it.
- [6 Reasons Why Workflow is Important for Your Business](https://tallyfy.com/why-workflow-is-important/): Workflows streamline repeatable tasks while minimizing errors to dramatically improve business performance. Mapping processes provides clear top-level insight into operations, revealing whether processes are as good as they could be. Micromanagement is the biggest reason employees quit jobs according to Forbes research, but workflows increase accountability and reduce constant oversight by making responsibilities clear to everyone.
- [Creating the Perfect Startup Team: 3 Archetypes](https://tallyfy.com/perfect-startup-team/): The perfect startup team combines three archetypes from different worlds: the creative idealist who generates ideas, the charismatic businessman who understands customers and investors, and the technical expert who builds the product. Each brings unique perspectives essential for startup success.
- [How to Automate Incident Alert Management Using Workflows](https://tallyfy.com/incident-alert-management/): When a crisis hits, you need a rapid response system. Incident alert management automates communications with key personnel during business or technical emergencies. Learn how workflow software streamlines incident response by automating alerts, meeting setups, and problem resolution tracking.
- [What is Tribal Knowledge and How Do You Capture It?](https://tallyfy.com/tribal-knowledge/): Over a quarter-million Baby Boomers turn 65 monthly, taking decades of undocumented processes with them when they retire. Tribal knowledge creates job security when employees intentionally position themselves as the only person who can fix problems. Documentation must close the knowledge gap before critical knowledge walks out the door.
- [High-Value Customer: Definition, Acquisition and Retention](https://tallyfy.com/high-value-customer/): High-value customers represent the clients on whom business survival and profitability depend. Using the 80/20 ratio, these customers contribute 80 percent of total value. Retaining high-value customers through strong relationships, anticipating needs, and excellent service costs far less than acquiring new customers.
- [Deep Learning Business Applications (Updated)](https://tallyfy.com/deep-learning-business-applications/): Deep learning uses artificial neural networks to process massive data sets through binary logic, improving accuracy as systems process more data and remember patterns. Already powering Netflix content recommendations, Facebook image classification (inspect your profile picture to see detected tags), and Google Translate improvements. Medical applications in development promise to improve diagnosis accuracy beyond current 10-20 percent error rates and create gene-tailored medicine for individual genetic makeups.
- [The Essential Guide to Onboarding Remote Employees](https://tallyfy.com/onboarding-remote-employees/): Structured onboarding increases retention by 58% according to Wynhurst Group's study. This guide covers the four critical topics for remote success: hiring self-directed employees for independent work, using essential tech like DocuSign, Slack, and Toggl for time tracking, establishing daily stand-ups across time zones, and creating culture through company swag, chit-chat time, and annual in-person meetups.
- [How to Improve Employee Buy-In [4 Proven Methods]](https://tallyfy.com/improve-employee-buy-in/): When employees don't understand restructuring plans, they invent reasons like job insecurity, creating gossip and opposition. Learn four proven methods to overcome resistance - from unclear reasoning and legitimate business concerns to personal grudges and political motivation - plus the critical delegation clarity needed to turn announcements into action.
- [Latest Website Launch SEO Checklist (Updated)](https://tallyfy.com/seo-checklist/): Launch your new website with this 10-step SEO checklist covering Google Analytics, Search Console, sitemaps, redirects, and speed optimization. With 80% of users browsing via smartphone, mobile-friendly design is critical. Use competitor backlink analysis through Moz Open Site Explorer to jumpstart your SEO by targeting the same webmasters.
- [How to Stop Email Overload [10+ Actionable Tips]](https://tallyfy.com/stop-email-overload/): Over half of business users check email six or more times daily, with professionals spending nearly an hour managing email overload. Tools like Unroll.me bulk promotional emails into one message, while Sanebox splits emails into important versus promotional categories. France banned after-hour emails country-wide, while Atos CEO eliminated internal email entirely using social networks instead.
- [15+ Business Automation Tools To Cut Costs and Drive Growth](https://tallyfy.com/business-automation-tools/): Pardot research shows 68% of top-performing businesses use automation tools to fuel growth. Social media automation with tools like Hootsuite consolidates all accounts in one dashboard, saving what used to require a full-time employee. Project management platforms like Asana replace hundreds of emails with centralized task assignment. Workflow software like Tallyfy maps business processes step-by-step, eliminating process errors.
- [20+ Gmail Addons for Both Professional and Personal Use](https://tallyfy.com/gmail-addons/): 38% of employees check email at dinner tables, but Batched Inbox restricts email delivery to specific hours. Rapportive reveals workplace and social profiles from email addresses while Clearbit Connect finds anyone's email from company names. Bananatag tracks exactly when recipients open messages with location and time stamps. Streak transforms Gmail into full CRM with pipeline management and customizable mass emails.
- [A Step by Step Guide to Onboarding New Clients](https://tallyfy.com/onboarding-new-clients/): Nearly one in four consumers abandon apps after just one use due to ineffective onboarding. Gartner Group research shows 80% of future profits come from 20% of existing clients, making retention critical. Successful onboarding requires personalized welcomes, understanding client expectations through surveys, outlining scope collaboratively, and maintaining contact after a month.
- [Customer Value: What it Means and How to Create It [5+ Ideas]](https://tallyfy.com/customer-value/): Customer value represents what your product or service is worth to customers versus alternatives. This guide explains how to cultivate value through refining your value proposition, segmenting audiences, avoiding price competition, and focusing on your most valuable customers for maximum return.
- [You can't reduce operational costs for operations you don't understand](https://tallyfy.com/reduce-operational-costs/): All businesses want to reduce operational costs, but most throw money at AI and automation without documenting a single workflow first. That's like debugging code you've never read - expensive and backward.
- [Lean vs Six Sigma: What](https://tallyfy.com/lean-vs-six-sigma/): Lean focuses on seven deadly wastes (overproduction, waiting, transport, motion, over-processing, inventory, defects) to improve workflow and reduce cycle time, while Six Sigma uses DMAIC methodology to achieve 3.4 defects per million opportunities. Companies like General Electric, Motorola, and Bank of America saved millions implementing these methods.
- [Simple Ways to Track People and Improve Productivity](https://tallyfy.com/simple-ways-track-people-productivity-organization/): Discover effective methods to track employee productivity without micromanagement. Learn how to measure task completion, use technology wisely, and improve team accountability while maintaining employee happiness and work-life balance in modern workplaces.
- [How to Perfect Your Sales Handoff Process](https://tallyfy.com/sales-handover/): Poor sales handoffs cause 23 percent of customer churn, with information gaps, promise mismatches, and forcing customers to repeat themselves destroying trust during the critical transition from sales to service teams.
- [The Essential Guide to Launching a New Product [5+ Actionable Tips]](https://tallyfy.com/launching-a-new-product/): Seventy percent of new products fail in the first year because entrepreneurs fall in love with their products and ignore objective feedback. Critical failure patterns include skipping market research, failing to educate customers about revolutionary products, rushing to launch without building relationships first, and crafting marketing messages customers cannot understand.
- [Proactive Management - How to Make Better Business Decisions](https://tallyfy.com/proactive-management/): Proactive management means planning six months ahead, not 11 months into a one-year runway. Reactive managers get trapped in a self-perpetuating feedback loop where one problem forces reactive decisions, creating more problems due to lack of planning, leading to constant firefighting with lower work quality and hindered decision-making.
- [Content Marketing Checklist – Actionable Tips](https://tallyfy.com/content-marketing-checklist/): While 80% of marketers use content marketing, only 32% find it effective. Companies with documented strategies are 25% more effective than those winging it. This 11-point checklist covers knowing your audience through polls and competitor audits, mapping content flow through sales funnels, addressing pain points deeply, and using data-driven headlines—Moz found numbered headlines preferred by over one-third of users.
- [Improve Customer Delight with Knowledge Base Software](https://tallyfy.com/improve-customer-delight-knowledge-base-software/): Learn how knowledge base software improves customer delight and reduces support costs. Discover essential tips for creating effective self-help content, targeting customer needs, and building trust signals that convert prospects into loyal customers.
- [10+ Process Improvement Examples to Drive Growth](https://tallyfy.com/process-improvement-examples/): Process improvement prioritizes effectiveness over efficiency because highly efficient processes may still fail to achieve business goals. Six Sigma targets 99.9966% quality through root cause analysis. LEAN manufacturing, pioneered by Toyota, eliminates waste based on customer value. Cross-training employees prevents bottlenecks from sick days and vacations, while regular employee surveys reveal hidden improvement opportunities they see daily.
- [The Impact of Peter Drucker on Management Theory](https://tallyfy.com/peter-drucker/): Peter Drucker, the Father of Modern Management, believed management is a liberal art requiring psychology, science, and ethics. He coined key terms like knowledge worker and management by objectives, and taught that organizations should develop people intellectually and morally.
- [Definition – What is an Enterprise Application?](https://tallyfy.com/enterprise-application/): Enterprise applications integrate various business functions including accounting, customer relationship management, supply chain management, and enterprise resource planning into centralized systems that optimize efficiency and workflow. These comprehensive software platforms eliminate time-consuming repetitive tasks, automate record-keeping, improve interdepartmental collaboration, and create unified management structures that enable businesses to scale operations effectively.
- [Office Politics – 4 Ways To Make It Work for You](https://tallyfy.com/office-politics/): Robert Half International study of 400 US workers shows nearly 60 percent believe office politics is at least somewhat necessary to get ahead. People who rise quickly up the corporate ladder know how to play the game. Most professionals fail to build strategic networks that prepare them for future career success, while operational networks (day-to-day dependencies) and developmental networks (mentors) form naturally.
- [What is a Client Intake Process?](https://tallyfy.com/client-intake/): Optimize your client intake process to convert prospects into loyal customers. Learn essential steps including contact forms, proposals, welcome packets, and best practices for creating seamless onboarding experiences that maximize conversion rates.
- [What is Business Process Modeling and Notation (BPMN)](https://tallyfy.com/bpmn/): Understanding Business Process Model and Notation BPMN, the standardized method for mapping business processes. Learn how BPMN symbols, elements, and techniques make process maps universally understandable for employees, management, and consultants.
- [Definition – What is Process Consulting?](https://tallyfy.com/process-consulting/): Process consulting uses coaching and mentoring to help teams solve their own problems when growth creates complexity. Success requires hard data showing how processes work in reality (not just on paper), plus commitment to continuous improvement - much like a Kaizen Event approach.
- [Definition – What is Business Process Engineering?](https://tallyfy.com/business-process-engineering/): Business process engineering refers to studying business processes so they can be improved and streamlined for optimum efficiency in both performance and cost. It begins with data, requires careful planning, and needs commitment to continuous improvement.
- [Digital strategy consulting firm chooses Tallyfy for workflows](https://tallyfy.com/digital-strategy-consulting/): Digital Prism Advisors, a New York consulting firm of former C-level executives, evaluated dozens of workflow tools before selecting Tallyfy for its balance of functionality and ease-of-use. They run client onboarding, contract approvals, and contractor management on Tallyfy. By forcing themselves to document processes, they eliminated missed steps and reduced mistakes across operations, finance, and account management.
- [Scaling Your Business - How Do You Scale Operations?](https://tallyfy.com/scaling-your-business/): Scaling means revenue grows while costs stay low - otherwise you're just growing, not scaling. Startup Genome reports 90% of startups fail from self-destruction, not competition, as bad processes amplify during scaling. Success requires predictable revenue, subscription services, diverse income streams, high customer retention, and automation that frees you to focus on competitive advantages.
- [Run Killer Content Marketing Strategies Through Consistent Workflows](https://tallyfy.com/content-marketing-strategies/): Only 32% of marketers document their content strategy, down from 35% the previous year. Without documented workflows detailing tactics, milestones, and KPIs, teams flounder at ideation and promotion. Your workflow should detail research phases to discover what audiences want, influencer involvement, promotion frequency across channels, and systematic repurposing of top performers into podcasts, SlideShare decks, and eBooks.
- [Definition – What is a Kaizen Event?](https://tallyfy.com/kaizen-event/): A Kaizen event is a five-day focused workshop led by a team leader combining training, data collection, brainstorming, and implementation. Day 1 covers waste training and current process analysis, Day 2 gathers data and identifies bottlenecks, Day 3 brainstorms solutions with visual maps, Day 4 implements changes with minimal disruption, and Day 5 creates follow-up plans and management reports for future improvements.
- [Stressed at Work? 8 Simple Ways to Manage Work Stress](https://tallyfy.com/stressed-at-work/): Average professionals juggle 30-100 tasks simultaneously and face interruptions seven times per hour, losing 2 hours daily to distractions. Tony Schwartz of the Energy Project shows that 90 minutes of intense concentration followed by 10-15 minute breaks clears stress buildup. Over 40% of adults suffer sleepless nights from work stress, affecting metabolic processes and brain function.
- [What Is Customer Success and How To Reach It](https://tallyfy.com/definition-customer-success/): Jason Lemkin of Storm Ventures says customer success is where 90% of revenue comes from - the post-sale relationship, not the initial sale. Customer success is proactive (preventing problems) versus customer service which is reactive (fixing problems). Lincoln Murphy identifies eight elements for systematic management, while five organizational models suit different company stages from startup to enterprise.
- [Definition – What is a Human Capital Strategy?](https://tallyfy.com/human-capital-strategy/): A human capital strategy outlines the human resources and skills needed to allow an organization to achieve its goals. It is based on workforce planning, supported by talent management systems, and requires planning ahead for succession and retention.
- [Definition – What is a Kanban System?](https://tallyfy.com/kanban-system/): Discover the Kanban system for just-in-time inventory control. Learn how Toyota pioneered this lean manufacturing approach, how it evolved from physical cards to electronic systems, and how it reduces costs while maintaining optimal stock levels.
- [Definition – What is Customer Onboarding?](https://tallyfy.com/definition-customer-onboarding/): Gartner reports 80% of future revenue comes from 20% of existing customers - yet most B2B companies allocate only 20% of marketing to retention. Customer onboarding encompasses the entire journey from prospect to loyal customer. Nielsen shows 92% of consumers base purchases on peer reviews, and McKinsey finds 50% of purchases are influenced by recommendations. Properly onboarded customers become vocal advocates.
- [Definition – What is Design Thinking?](https://tallyfy.com/design-thinking/): Design thinking follows 6 distinct phases - Empathize, Define, Ideate, Prototype, Test, and Implement - to match user needs with feasible technology. Companies like Apple, Nike, and Coca-Cola use this methodology to solve real problems based on data rather than assumptions, minimizing innovation risk while leveraging collective team expertise.
- [How do you start fundraising in Silicon Valley?](https://tallyfy.com/fundraising-in-silicon-valley/): Too many startups go under after riding hype to enormous investment without knowing what to do with all that money. Need capital from right investors, not just any investors. Venture capitalists can be tricky, so research their portfolios to ensure no competing investments. Be realistic - for every entrepreneur who aces their first pitch, far more are rejected time and again but still achieve greater things.
- [The Role of Business Process Management (BPM) within the Internet of Things (IoT)](https://tallyfy.com/bpm-internet-of-things-iot/): Cisco predicts almost 50 billion smart devices by 2020. IoT generates massive data from fitness trackers, smart meters, and connected devices, but only companies with automated measurement and analysis workflows turn this into product improvements. Amazon Echo orders and smart fridge purchases mean customers expect instant service and same-day delivery, requiring inventory tracking and fulfillment processes most mid-size companies don't have.
- [Definition – What is a Fishbone Diagram?](https://tallyfy.com/definition-fishbone-diagram/): What is a fishbone diagram? Find out what it is, how to create a fishbone drawing - and how it can help you to trace and solve problems at their source.
- [Low-Code vs BPM Software: What](https://tallyfy.com/low-code-bpm/): Traditional BPM requires 6-month installations, 6-figure fees, and specialized engineers for every change. Low-code BPM platforms transform this with instant cloud registration, drag-and-drop design, and $10 per user per month pricing. Regular employees can build and modify processes in minutes instead of months, eliminating the adoption barriers that cause companies to abandon traditional BPM.
- [Definition – What is a Process Map?](https://tallyfy.com/process-map/): Process maps visually depict how inputs become outputs through workflow steps. They help understand processes, train employees, identify bottlenecks, and eliminate duplication. High-level maps show core processes while low-level maps detail specific tasks, creating clear accountability and improving efficiency throughout your organization.
- [How Greetabl use Tallyfy to scale internal and ecommerce operations](https://tallyfy.com/greetabl/): Greetabl, a rapidly growing e-commerce gift company, uses Tallyfy to streamline operations and scale efficiently. Learn how process management software helped them launch four new products, improve team collaboration, and eliminate bottlenecks in their workflows.
- [Definition – What is a Pre-Sales Process?](https://tallyfy.com/definition-pre-sales-process/): The pre-sales process encompasses activities before customer acquisition, including prospecting, product research, and strategy development. Strong pre-sales teams achieve 40 to 50 percent of new business by qualifying leads, identifying customer needs, preparing proposals, and providing technical solutions that support sales success.
- [Definition - What is Total Cost of Ownership?](https://tallyfy.com/total-cost-of-ownership/): Total cost of ownership equals purchase price plus lifetime operating costs. For IT deployments, hidden costs include installation, migration, licenses, support, training, cyber security, backup systems, utilities for cooling servers, insurance, additional personnel, eventual replacement, and decommissioning. Cloud providers simplify TCO analysis by bundling costs into monthly fees, but you must still verify their track records on downtime, security, and support responsiveness.
- [Definition – What is a Change Control Process?](https://tallyfy.com/change-control-process/): Change control follows four steps: formal change request submission, team review and discussion, final definition of options with response documentation, and decision-making with proper approval from authorized client stakeholders. Documentation must answer five critical questions: what change is needed, why it's necessary and what happens without it, expected outcomes and prerequisites, deadlines, and how the change adds value to customer experience or precision.
- [Scale Your Operations Through Consistent Business Processes](https://tallyfy.com/scale-operations-consistent-business-processes/): Scaling from 20 staff and 100 customers to 200 staff and 1,000 customers amplifies every process gap. Without consistent business processes, organizations develop siloed fiefdoms that destroy communication and collaboration. Automation eliminates human error during scaling periods, preventing the firefights that occur when process management fails and infrastructure can't handle increased workload.
- [Service Management vs Business Process Management](https://tallyfy.com/service-management-vs-business-process-management/): IT Service Management (ITSM) aligns enterprise IT services with end-user requirements using frameworks like ITIL, prioritizing service quality through SLAs rather than just technology management. Business Process Management (BPM) takes a systematic approach using methodologies like Six Sigma and Lean. Both save time and money through standardization - ITSM eliminates duplicate IT procedures while BPM cuts red tape across operations.
- [Definition – What is Customer Experience Management?](https://tallyfy.com/customer-experience-management/): Friend recommendations outweigh a thousand ignored marketing messages, making customer loyalty the holy grail of CXM. Effective systems require automatic content updates (manual updates allow errors), easy collaboration (centralized information beats email chains), and continuous monitoring providing real-time insights into how each client experiences your business across four lifecycle phases: awareness, evaluation, purchasing, and post-purchase.
- [What is Define, Measure, Analyze, Improve, Control (DMAIC)?](https://tallyfy.com/what-is-dmaic/): DMAIC (Define, Measure, Analyze, Improve, Control) serves as the roadmap for implementing Six Sigma, helping businesses reduce variation and waste systematically. Originally called Six Steps to Six Sigma when Motorola developed it in the 1980s, over 60% of companies fail to achieve results when they stop properly implementing all five steps.
- [Definition – What is a Process Improvement Plan?](https://tallyfy.com/process-improvement-plan/): A process improvement plan documents your strategy for optimizing workflows and eliminating bottlenecks. Learn the ten essential steps to create an effective plan, from selecting processes to testing changes, and ensure employee adoption through visual thinking and co-creation approaches that make improvements stick.
- [The No-Nonsense Guide to Employee Onboarding](https://tallyfy.com/employee-onboarding-checklist/): Poor onboarding costs minimum $50,000 per hire factoring recruiting costs, advertising, training time, and replacement expenses. Wynhurst Group found structured onboarding increases retention by 58% after three years, while 31% without proper onboarding quit within first six months. Bamboo HR found 23% wanted clear responsibility guidelines and 21% wanted better training.
- [How to Make Fewer Mistakes at Work and Boost Productivity](https://tallyfy.com/fewer-mistakes-work-boost-productivity/): Recent studies prove multitasking is ineffective - even if you feel heroic accomplishing twice as much, you're splitting attention and increasing odds of overlooking critical steps. Richard Branson makes daily lists to hit goals. Tools like RescueTime identify productivity killers. Process automation solutions like Tallyfy track steps and require approvals before progression, ensuring nothing advances until previous phases are complete.
- [Definition – What is a Care Pathway?](https://tallyfy.com/care-pathways/): Care pathways are healthcare standard operating procedures that map patient treatment journeys. These multidisciplinary tools ensure consistent, outcome-oriented care through standardized documentation, ongoing audits, and variance analysis. Learn how care pathways improve patient satisfaction, team collaboration, and quality outcomes.
- [How to Eliminate Change Management for Business Process Improvement](https://tallyfy.com/eliminate-change-management/): Change management processes can create bottlenecks when they prioritize bureaucracy over solving problems. Strip away rigid approval procedures, make processes customer-centric and flexible, empower staff to take action, and improve sign-off processes. Lean change management enables faster improvements while maintaining essential communication and engagement.
- [The Ultimate Quality Checklist for Content Marketing](https://tallyfy.com/quality-checklist-content-marketing/): A comprehensive quality checklist for content marketing success. Learn essential elements to include, from audience targeting and timing to SEO optimization and fact-checking, ensuring your content achieves business goals and avoids costly mistakes.
- [Definition – What is User Adoption?](https://tallyfy.com/user-adoption/): Three adoption strategies exist: Big Bang (everyone switches same day for instant change but high risk), Parallel (old and new systems run simultaneously allowing fallback but people resist changing), and Phased (gradual team-by-team rollout that's organized but slower). Strategy choice depends on user count, risk tolerance, training capacity, and system complexity.
- [Definition – What is Process Variation?](https://tallyfy.com/process-variation/): Process variation occurs when processes fail to follow precise patterns, killing predictability and quality. McDonald's and Starbucks succeed through consistency: a Big Mac tastes the same everywhere, and Venti Latte is understood in 55+ countries. When quality issues arise, determine if it's variation (training, equipment, negligence) or if the process itself is fundamentally broken.
- [Definition – What is Business Process Redesign (BPR)?](https://tallyfy.com/business-process-redesign/): Peter Drucker warned that nothing is more useless than doing efficiently what should not be done at all. Michael Hammer's 1990s concept argued managers should adapt work to technology, not vice versa, shedding obsolete tasks. By the mid-1990s, 60% of Fortune 500 companies adopted BPR, despite the biggest mistake being overlooking the human element.
- [Definition – What are SMART Goals and Objectives?](https://tallyfy.com/smart-goals-objectives/): SMART goals are specific, measurable, attainable, realistic, and time-bound objectives that provide clear direction and increase success rates. This framework helps avoid vague goals, creates actionable plans, and delivers faster results with less stress. George Doran developed this method in 1981 to help managers outline clear paths for achieving business goals.
- [The Importance of Quality Assurance for Content Marketing Efforts](https://tallyfy.com/quality-assurance-for-content-marketing-efforts/): Quality assurance for content marketing starts before creation with proper strategy, planning, and policies. Establish brand guidelines, review processes, and publication procedures. Define KPIs, create checklists for content reviews, and plan promotion strategies to ensure quality content reaches the right audiences at optimal times.
- [Definition – What is a Service Level Agreement or SLA?](https://tallyfy.com/service-level-agreement-sla/): A service level agreement defines client-provider relationships through seven essential components: service description, reliability, responsiveness, reporting, performance monitoring, penalties, and constraints. Measurability determines success since you get what you measure, with quantifiable metrics enabling confident outsourcing.
- [Definition – What is Management by Exception?](https://tallyfy.com/management-by-exception/): Management by exception means competent employees handle day-to-day work without micromanagement, while managers focus on strategic goals and step in only when operational or financial performance drifts significantly from planned outcomes. Four steps require careful setup: set realistic benchmarks from historical records, monitor performance frequently with automated systems, analyze deviations for significance, then investigate and resolve exceptions freeing management time for decision-making in problem areas.
- [Definition – What is Digital Process Automation?](https://tallyfy.com/digital-process-automation/): Forrester research shows 73% of consumers say valuing their time is most important for good service. Digital process automation documents every change in real-time, keeping teams aligned even after sweeping changes. Analytics help managers pinpoint improvement areas rapidly without manually analyzing huge data chunks, while automated systems handle mechanical steps and humans contribute intuition and creativity.
- [What is a Standard Operating Procedure (SOP)?](https://tallyfy.com/standard-operating-procedure-sop/): SOPs create consistency and accountability across organizations through brief, easy-to-understand documents for routine tasks like customer onboarding, project delivery, and employee training. They take guesswork out of repetitive work, letting you evaluate who did what and hold people accountable without buried-in-head procedures that change with mood swings. Harvard Business Review shows SOPs make businesses more flexible, not rigid.
- [Definition – What is Project Management?](https://tallyfy.com/project-management/): Project management involves planning and monitoring finite activities with specific goals, start dates, and end dates. Discover the five phases of project management and how effective project managers integrate teams, resources, and budgets to deliver successful outcomes.
- [Definition – What is the Customer Lifecycle?](https://tallyfy.com/customer-lifecycle/): Customer lifecycle spans five stages from reach to loyalty, with repeat customers driving 3-7 times more revenue per visit than one-time buyers. Between 25-40% of stable businesses' total revenues come from returning customers. The cycle runs as an ellipsis, not a straight line, ideally moving customers through stages repeatedly over time.
- [The Benefits of Automating Human Resources Operations To Transform Your Business](https://tallyfy.com/automating-human-resources/): HR automation frees teams from drowning in annual leave requests, timesheet tracking, and onboarding paperwork, letting them focus on organizational development and retention strategies. Global companies with offices across multiple countries struggle with HR inconsistencies, but automated systems create standardized workflows that maintain compliance and reduce costly errors.
- [How to Maintain Quality Control in Content Marketing](https://tallyfy.com/quality-control-in-content-marketing/): Content is an essential part of any marketing strategy, but maintaining quality control is crucial. Learn how to ensure your content marketing efforts deliver consistent, professional results through proper planning, structure, and attention to detail.
- [Definition – What Is a Business Process Consultant?](https://tallyfy.com/business-process-consultant/): Business process consultants analyze workflows and recommend improvements to boost efficiency. They observe processes in action, identify bottlenecks and inefficiencies, then propose solutions. Learn what they do, how they work, the benefits and drawbacks of hiring one, and cost-effective alternatives for your business.
- [Definition – What is a Sales Funnel?](https://tallyfy.com/sales-funnel/): A sales funnel tracks prospects through seven stages from prospecting to repeat business. Understanding and optimizing each phase improves conversion rates, reduces selling costs, and turns first-time buyers into loyal customers who refer others. Learn how to master your funnel.
- [Definition – What is Workflow Analysis?](https://tallyfy.com/workflow-analysis/): A sales clerk spending 10 minutes daily fetching printouts wastes 50 minutes weekly; multiply by number of clerks and you lose hours of productive time. Workflow analysis identifies bottlenecks, redundant tasks like reports never analyzed, and inefficient layouts. Small time wasters cumulatively cost businesses massive amounts, and employees complete unnecessary work simply because they were told years ago.
- [Definition – What is a Sales Cycle?](https://tallyfy.com/sales-cycle/): A sales cycle is the series of events from first prospect contact to final sale. It includes seven key stages such as prospecting, initial contact, identifying needs, presenting offers, handling objections, closing the sale, and asking for referrals.
- [Definition - What is Six Sigma?](https://tallyfy.com/what-is-six-sigma/): Six Sigma demands near-perfection with only 3.4 defects per million opportunities - at Three Sigma level, that same pharmacy would have 66,807 defects instead. General Electric saw $300 million increased revenue in first year, while US Army saved over $2 billion in 2007. Implementation uses DMAIC methodology: Define, Measure, Analyze, Improve, Control - but 60% of projects fail without process enforcement.
- [Definition – What is Human In The Loop?](https://tallyfy.com/human-in-the-loop/): Human in the loop describes machine learning systems that require human intervention when automated confidence falls below acceptable thresholds, combining computer efficiency with human judgment for optimal business process automation.
- [Definition - What is Process Consistency?](https://tallyfy.com/process-consistency/): McDonald's Big Macs taste the same everywhere and Starbucks operates in 55+ countries using the same lingua franca (Venti Latte), proving consistency enables replication and global growth. Research shows disengaged employees have 37% higher absenteeism and 60% more errors, while highly engaged teams get 100% more job applications.
- [Definition – What is Client Onboarding?](https://tallyfy.com/definition-client-onboarding/): Client onboarding delivers the critical first impression that determines whether clients stay or churn. Gartner reports 80% of future revenue comes from 20% of current customers, yet many businesses allocate few marketing resources toward retention. Regulated industries need compliance built-in, while external transparency separates professional services from amateur operations wondering if their account setup disappeared into a black hole.
- [Definition – What is Customer Retention?](https://tallyfy.com/customer-retention/): Customer retention focuses on keeping existing customers engaged and using your services. Retaining customers costs five times less than acquiring new ones, and a 5% increase in retention can boost profits by 125%. Learn proven strategies to build lasting customer relationships.
- [Definition - What is Nearshoring?](https://tallyfy.com/what-is-nearshoring/): Nearshoring transfers work to geographically closer, cost-effective locations with fewer time zone differences and cultural gaps. Explore the benefits of nearshoring over offshoring, including better intellectual property protection, improved customer responsiveness, and easier collaboration.
- [Top 8+ Benefits of Business Process Management](https://tallyfy.com/benefits-of-business-process-management/): Business process management delivers measurable benefits including 12 percent productivity improvement, 41 percent ROI increase within the first year, lowered expenses, and enhanced agility. BPM creates process consistency, mitigates risk through standardization, and develops a culture of innovation that makes change welcome instead of feared.
- [Definition – What is Workflow Automation?](https://tallyfy.com/workflow-automation/): Bill Gates noted automation magnifies both efficiency and inefficiency. Workflow automation creates accountability with one person responsible for each step, reveals which tasks take most time, reduces costs by keeping necessary tasks from going unnoticed, and improves communication - the biggest reason employees leave organizations.
- [What to Include in Your Customer Win Report](https://tallyfy.com/customer-win-report/): Customer win reports track new customer acquisitions by documenting customer information, sale sizes, marketing sources, products sold, and responsible staff members to identify patterns and reward effective sales strategies. These comprehensive reports enable companies to recognize high-performing team members, identify successful marketing campaigns, and develop targeted strategies for winning even more customers.
- [Why Customer Tracking Software Is a Must for Your Business](https://tallyfy.com/customer-tracking-software/): When your business starts to grow, make sure you are tracking customer information effectively. Discover why customer tracking software is essential for managing relationships, organizing data, and securing sensitive information as your customer base expands.
- [Common Mistakes With Intelligent Business Process Management](https://tallyfy.com/intelligent-business-process-management/): Intelligent business process management analyzes data to drive better decisions, but companies make critical mistakes: leaving design to IT departments who don't live in the process daily, automating broken workflows that create chaos, and choosing rigid software that disrupts established steps like payroll approvals or multi-stage reviews.
- [Top 10+ Features of the Right Audit Management Software](https://tallyfy.com/audit-management-software/): Audit management software transforms auditing efficiency through standardized tools, automation, and cloud accessibility. Key benefits include reduced errors, faster completion times, cost savings, and visual statistics that help auditors deliver better results while cutting down on paper waste.
- [Risk Assessment Software Protects Your Company](https://tallyfy.com/risk-assessment-software/): Cybersecurity incidents rose 38% year-over-year according to IDG. Risk assessment software creates periodic protocols to check sensitive areas, pinpointing information owners responsible for tightening security when issues emerge. Testing threats with pretend scenarios determines if current controls truly block unauthorized access effectively.
- [Conquering the Top 8 Customer Onboarding Issues](https://tallyfy.com/customer-onboarding-issues/): Customer onboarding can make or break your business relationships. Learn about the eight most common customer onboarding problems including cookie-cutter approaches, outdated policies, unrealistic expectations, and post-sale abandonment, plus actionable solutions to overcome each challenge.
- [Transforming the Customer Journey](https://tallyfy.com/customer-journey/): The customer journey tracks how customers discover, try, and commit to your product. Understanding this path from browsing through onboarding helps you work with customers to achieve their definition of success. Getting customers onboard means they have found genuine value and committed to using your solution long-term.
- [First Impressions Are Everything to Customers](https://tallyfy.com/customer-first-impressions/): First impressions now happen digitally before customers ever visit your storefront. Only 7 seconds and 55% visual cues determine that impression. Slow page loads lose 50% of visitors after 10 seconds and 250 milliseconds can drive traffic to competitors. Making amazing digital first impressions requires rethinking your entire digital strategy.
- [Your Guide to Amaze Customers with Better First Impressions](https://tallyfy.com/amaze-customers/): First impressions form in seven seconds and 55 percent is visual. Creating amazing first impressions requires an outstanding website, personalized welcome processes, prompt service, knowledgeable employees, and professional interactions. Speed matters more than perfection, and transparency builds trust instantly.
- [Customer Implementation – Your Product Becoming a Habit](https://tallyfy.com/customer-implementation/): What happens once a customer has purchased your product? Customer implementation is the process of helping customers integrate your product into their lives successfully, ensuring they achieve results and become long-term advocates rather than experiencing buyer's remorse.
- [The Biggest Gap Between Sales and Customer Success](https://tallyfy.com/customer-onboarding-between-sales-and-customer-success/): Customer onboarding bridges the critical gap between initial sales and long-term success. Learn how to design scalable onboarding workflows that reduce churn, improve engagement, and convert new customers into loyal clients who deliver meaningful lifetime value.
- [Share your Customer Onboarding Process – With Your Customer](https://tallyfy.com/share-customer-onboarding-process/): When customers see the complete onboarding process ahead, they understand you're committed to helping them succeed rather than abandoning them after the sale. The unknown creates anxiety - customers who made an investment need to see what comes next. Hiding steps until you reach them makes customers feel strung along and triggers defensive behavior, destroying relationships before they begin.
- [Eliminate Waste with Approval Tracking Software](https://tallyfy.com/approval-tracking-software/): Manual approval processes waste time and reduce efficiency through delays, missing data, and lack of standardization. Discover how approval tracking software standardizes workflows, integrates data, speeds up decisions, ensures compliance, and saves your team hours every week through automation and transparency.
- [Some Common Accounts Payable Mistakes to Avoid](https://tallyfy.com/accounts-payable/): Discover the most common accounts payable mistakes and learn how to prevent them. From batch invoice entry to late payments and communication failures, protect your business reputation and financial health with proper workflows and dedicated teams that ensure bills get paid accurately and on time.
- [5 Features Any Employee Onboarding Software Should Have](https://tallyfy.com/employee-onboarding-software/): While 20% of turnover happens in first 45 days, 69% of employees stay 3+ years when experiencing positive onboarding, yet only 22% of companies lack formal processes according to Harvard Business Review. Effective software needs multi-dimensional processes, customizable role-based branches, multi-user responsibilities across HR, benefits managers, legal, and team leaders, plus continuous improvement tracking completion rates and time-to-productivity.
- [Some Common Problems With Accounts Receivable](https://tallyfy.com/accounts-receivable/): Avoid common accounts receivable problems that damage cash flow. Learn how to manage credit wisely, implement online payments, create penalty systems for late payers, and maintain communication with customers for healthy receivables.
- [Procure to Pay Issues and How to Solve Them](https://tallyfy.com/procure-to-pay/): The Hackett Group research shows a shocking 68% of organizations suffer significant payment delays due to poor supplier data. Common failure points include ordering wrong items, rushing orders without budget checks, damaged shipments without proper notification processes, failure to negotiate best pricing, and incomplete supplier information at payment time.
- [Customer Onboarding – Tips For Continuous Improvement](https://tallyfy.com/customer-onboarding-continuous-improvement/): Up to 50% of purchases are influenced by recommendations when you welcome new customers properly. Gartner data shows 20% of existing customers create 80% of future revenue when onboarding illustrates their value through engagement. Converting leads is only the beginning; all time and money spent marketing gets wasted if customers discontinue service without proper onboarding.
- [Three Requirements for Managing Disruptive Innovation](https://tallyfy.com/managing-disruptive-innovation/): Sustainable disruptive innovation starts with identifying the job customers need done, not just building cheaper products. Focus on income data over balance sheets, and organize around customer needs for protection against disruption. Clayton Christensen refines his theory by emphasizing customer jobs rather than low-end approaches for lasting competitive advantage.
- [The Future of Artificial Intelligence Is Coaching – Not Crutches](https://tallyfy.com/future-of-artificial-intelligence/): Artificial intelligence is designed to coach and enhance human capabilities, not replace them. Explore how AI assists sales teams, analyzes data streams, and scales operations while keeping skilled professionals in control of strategic decision-making and customer relationships.
- [Designing a Sales Process Using Task Management Software](https://tallyfy.com/perfect-sales-process/): Companies with a formal sales process generate 18 percent more revenue than those without. Learn to design an effective sales workflow through the five stages of prospect, connect, research, present, and close. Discover how task management software helps map processes and refine sales methodologies.
- [Case Management Software – How Can It Help You?](https://tallyfy.com/case-management-software/): Case management software helps track processes and people involved in complex cases without micromanaging employees. Even small businesses benefit from implementing case management early to avoid growing pains. Remote supervision becomes efficient as employees update progress in real time, eliminating endless status meetings while maintaining oversight and cooperation.
- [Customer Success Management – The Psychology and Implementation of Customer Champions](https://tallyfy.com/customer-success-management/): Customer success management focuses on helping customers achieve their goals, creating lasting relationships by understanding what success means to them and actively working to deliver it. This proactive approach goes beyond customer service to ensure customers realize value from your product or service throughout their entire journey.
- [Top 5 Benefits of Automating Manual Processes](https://tallyfy.com/benefits-automating-manual-processes/): McKinsey research shows less than 25% of organizational redesign projects succeed - 44% don't complete and a third fails to meet objectives. Automation frees staff from mind-numbing tasks, improving job satisfaction and reducing turnover that consolidates in-house expertise. Error reduction minimizes mistakes in payroll, inventory management, and customer care while building organizational resilience.
- [Pillars of an Effective Lead Management Process](https://tallyfy.com/effective-lead-management/): Effective lead management requires six essential pillars including content marketing, lead capturing, nurturing, scoring, seamless sales handoff, and comprehensive funnel measurement to convert prospects into qualified sales opportunities. Implementing these interconnected pillars enables companies to generate 50 percent more sales-ready leads at 33 percent lower cost while improving return on marketing investment.
- [Definition – What is Outsourcing?](https://tallyfy.com/what-is-outsourcing/): Outsourcing minimizes payroll and costs through three geographic approaches: Offshoring sends work to cheaper countries with lower living costs, Nearshoring uses nearby countries, and Onshoring stays within the same country. IBM Research shows businesses that outsource have lower expenses and higher operating income. Entrepreneur reports managing multiple projects drops productivity 40 percent, but 80 percent of Americans worry outsourcing puts their jobs at risk.
- [The benefits of mindfulness in the workplace](https://tallyfy.com/benefits-mindfulness-workplace/): Mindfulness practices increase productivity, enhance emotional intelligence, and reduce workplace stress through present-moment awareness. Learn how leading companies like Google, Facebook, and Aetna use meditation classes and mindfulness programs to boost employee performance and gain measurable results worth thousands per employee.
- [The Top Benefits of the Right Audit Compliance Software](https://tallyfy.com/audit-compliance-software/): Real-time monitoring catches violations like unauthorized access changes before they cause damage, while analyzing compliance data reveals operational improvements like redundant controls to eliminate. Research shows ISO 9000 compliance alone doesn't improve competitiveness - value only comes when compliance audits integrate with management audits that drive continuous improvement, not checkbox exercises.
- [The Importance of Effective Asset Risk Management](https://tallyfy.com/asset-risk-management/): Asset risk management applies across all industries to physical products, financial investments, and staff. R. Keith Mobley from Life Cycle Engineering notes that financial and practical limitations mean businesses must accept some residual risks, but investment firms must track current holdings, available options, external developments like political changes or natural disasters, and ensure processes remain transparent for regulators.
- [The Benefits of Onboarding New Employees](https://tallyfy.com/benefits-of-onboarding-new-employees/): New employees are most vulnerable to quit within the first 18 months, with many leaving after just 4 months without proper support. Replacing a $60,000 employee costs $30,000-$36,000 when factoring in hiring, training, and lost productivity that takes up to 2 years to recover. Effective onboarding during the critical first 90 days dramatically reduces these costs.
- [Key Ways to Significantly Improve Business Process Management](https://tallyfy.com/improve-business-process-management/): Business process management ensures workflows remain effective and cost-efficient. Regular evaluation and improvement helps organizations deliver better customer value, reduce waste, and stay competitive as markets evolve. From formal documented procedures to informal team practices, BPM identifies bottlenecks and enhances efficiency across all operational areas.
- [The Biggest Problems with Process Improvement](https://tallyfy.com/problems-with-process-improvement/): Process improvement initiatives often fail despite good intentions. Companies make common mistakes like relying on workshops, making decisions by consensus, averaging data incorrectly, and implementing changes without proper ownership. Understanding these pitfalls helps organizations avoid costly failures and create lasting improvements.
- [Continuous Improvement Tools to Enhance Business Processes](https://tallyfy.com/continuous-improvement-tools/): Explore proven continuous improvement tools like the 5 Whys, DRIVE methodology, and 7 Quality Tools that help businesses enhance processes through incremental changes or breakthrough improvements, enabling organizations to maintain competitive advantages and strengthen operational efficiency.
- [Productivity Apps That Will Improve Your Business](https://tallyfy.com/productivity-apps/): Productivity apps help business owners manage overwhelming workloads by streamlining operations and automating tasks. From time management and task tracking to accounting and collaboration tools, the right apps free up your schedule to focus on creative work. Learn which productivity apps solve specific business problems and provide genuine ROI.
- [Optimize Your Customer Onboarding Process](https://tallyfy.com/customer-onboarding-process/): Seeds of churn plant early when best-fit customers are abandoned during onboarding. Successful onboarding focuses on guiding customers to their first success moment where they feel validated in their purchase, not just completing internal process checklists. Customer service needs to know about scheduled follow-up calls, training teams must prepare advanced tutorials, and stakeholders require early communication.
- [How to Retain Customers: 7 Proven Methods](https://tallyfy.com/retain-customers/): Disappointment has more lasting impact than satisfaction - one failure sticks in minds more than 19 successes. Set lower expectations, deliver proactive service like airlines texting about delays, and remember up to 60% of inactive customers will return if approached correctly.
- [6 Ways to Build Great Team Culture](https://tallyfy.com/build-great-team-culture/): Queens School and Gallup research shows disengaged workers have 37% higher absenteeism, 60% more errors, 18% lower productivity, and 16% lower profitability. People cannot be forced into teams - they need compelling purpose and desire to belong. Leaders must clearly articulate vision and continuously reinforce how each person's contribution fits the bigger picture.
- [The Importance of User Experience in Business Process Management or BPM](https://tallyfy.com/user-experience-process-management/): Importance of user experience for business process management. Process management a means to an end. End-user experience is a driving force behind process management systems. Reconcile good user experience with business needs for successful process management system.
- [How to Choose a Process Improvement Consultant for Your Business](https://tallyfy.com/process-improvement-consultant/): Choosing the right process improvement consultant requires evaluating competency, cost versus value, and cultural fit. Look for proven track records, strong soft skills, and consultants who teach rather than create dependency. The ideal consultant brings 90 percent communication skills and only 10 percent technical knowledge to transfer expertise to your team.
- [How to Improve Content Marketing Processes](https://tallyfy.com/improve-content-marketing-processes/): Only 53% of effective B2B content marketers document their strategy, according to Content Marketing Institute. Teams meeting less than weekly see tasks falling through cracks. Without documented processes answering questions about audience, funnel stage, and buyer journey phase, 60% of marketers struggle creating engaging content, throwing out random ideas instead of strategic campaigns. Agile principles - change for customers, cross-functional teams, bias toward action, build-measure-learn - improve marketing efficiency.
- [Online legal agency serves more clients by reducing service delivery time](https://tallyfy.com/online-legal-agency-serve-more-clients-reducing-service-delivery-time/): Effective Immigration Consulting cut service delivery time from several weeks to under one week using Tallyfy to organize scattered information across CRMs, note apps, calendars, and paper folders. Complex non-sequential immigration processes like family petitions now use conditional workflows. Time savings enabled serving more clients without overwhelming staff, directly impacting employee performance and application volume processed.
- [5 Essential Steps to Improve Sales Lead Management](https://tallyfy.com/5-steps-improve-sales-lead-management/): Lead management bridges the gap between marketing and sales by nurturing prospects into customers. Only 20 to 25 percent of leads are sales-ready, and 79 percent never convert without proper nurturing. Success requires research, content mapping, nurture strategies, lead scoring, and strategic handoff processes.
- [10 Steps to Increase Customer Retention](https://tallyfy.com/increase-customer-retention/): Since 80% of your future profits come from 20% of existing clients, customer retention is critical. These ten strategies include being accessible, emphasizing convenience, staying proactive, surveying customers, and rewarding loyalty to keep customers coming back.
- [What is a Prescriptive Sales Process And Why Use It?](https://tallyfy.com/prescriptive-sales-process/): A prescriptive sales process is a predesigned, step-by-step guide for sales teams that improves the odds of making a sale. It provides training, documentation, and tools to execute every aspect of the sales funnel consistently and effectively.
- [Improve Communications to Keep Customers](https://tallyfy.com/improve-communications-keep-customers/): Customer retention depends on strong two-way communication. Ask the right questions, build trust with genuine interaction, and keep in touch throughout the customer journey to turn one-time buyers into loyal advocates. Whether selling products or services, maintaining connections after purchase ensures customers remember you when needs arise again.
- [Top 7 Use-Cases of Customer Success Software](https://tallyfy.com/benefits-customer-success-software/): Retaining customers beats constantly chasing new ones on the hamster wheel of high marketing spend. Customer success software enables executives to understand customer health scores, support contact frequency, frustrations, renewal dates, and engagement levels before meetings. Product teams prioritize based on actual customer needs by seeing requests for changes and enhancements.
- [How To Use Client Referral To Grow Your Business](https://tallyfy.com/client-referral/): Client referrals are powerful because people are four times more likely to purchase when a friend refers them. By providing excellent service, offering incentives, and making referrals easy, you can turn repeat clients into your best growth channel.
- [How to Automate Your Content Marketing Workflow [5 Easy Steps]](https://tallyfy.com/content-marketing-workflow/): While 91% of B2B marketers use content marketing, only 42% feel effective at it. The gap stems from poor process enforcement - deadlines slip and team members forget tasks. Tallyfy's seven-step workflow covers SEO analysis, outreach channel gathering, writing, editing with feedback loops, graphics creation, WordPress publishing with optimization, and marketing distribution.
- [How to Succeed with Business Process Management for SMBs](https://tallyfy.com/successful-business-process-management-smb/): Small and medium businesses need process management even more than large enterprises due to limited resources. Modern cloud-based tools make business process management accessible without capital investment or specialist involvement. SMBs that apply sound process management lay the foundation for profitability and growth.
- [Six Sigma Process – A Brief Introduction](https://tallyfy.com/six-sigma-process/): Motorola's 1986 initiative reduced product defects to 3.4 per million opportunities using statistical measurements. Most companies operate at 3 Sigma with 66,807 defects per million. Shifting just one Sigma level to 4 Sigma returns massive savings to bottom line, typically generating 20% profit margin growth annually through systematic DMAIC methodology identifying root causes.
- [Continuous Process Improvement – Secrets to Success](https://tallyfy.com/successful-continuous-process-improvement/): Continuous process improvement is a systematic approach to ongoing workflow reviews that identifies improvements, with only one in three improvements generating financial impact and 13 percent actually saving money. Successful implementation requires integration into corporate culture, balance between incremental improvements and breakthrough thinking, and commitment from leadership to workforce engagement.
- [Quality Assurance Operations – Make Workflow Seamless](https://tallyfy.com/quality-assurance-operations-workflow-seamless/): Quality assurance operations integrate testing simultaneously with development, eliminating bottlenecks in software release cycles. By running tests alongside coding, teams identify bugs within 48 hours, scale testing across platforms, and release products faster with greater confidence while maintaining high quality standards.
- [Agile Process Management – A Brief Introduction](https://tallyfy.com/agile-process-management/): Agile breaks projects into smaller pieces delivered in two-to-four-week iterations, with teams continuously analyzing, designing, coding, and testing simultaneously instead of completing each activity once. Adaptive planning allows duration, budget, content, and quality to vary dramatically while addressing development's biggest problem: too much to do, too little time. Team members blend roles like mini-startup workers rather than narrow specialists.
- [10 Steps to Launching a Successful Process Improvement Initiative](https://tallyfy.com/successful-process-improvement-initiative/): Process improvement initiatives require participation from all employees and focus on building a culture rather than just a program. Success comes from tying improvements to key objectives, requesting employee feedback, optimizing everyday operations, and rewarding employees for engagement. Long-term commitment beats short-term fixes.
- [Why & How Use Content Publishing Workflow Software](https://tallyfy.com/publish-content-workflow-software/): Content workflow software enables large-scale content production by managing workflows, tracking execution, and facilitating collaboration. Key features include smaller management workloads, easily defined workflows, conditional logic, integrations with popular tools, and comprehensive metrics for optimizing your content operations.
- [Customer Loyalty – 5 Surprising Facts About its Importance](https://tallyfy.com/customer-loyalty-importance/): Customer loyalty impacts bottom line more than most executives realize. Research reveals surprising gaps in how companies measure and prioritize loyalty versus acquisition, despite data showing loyal customers increase profits by twenty-five to ninety-five percent and drive future revenue growth.
- [10 Reasons Why Customer Referrals Matter](https://tallyfy.com/customer-referrals-matter/): Customer referrals drive 20-50% of all purchasing decisions and can increase market share by 10% or reduce it by 20% over two years. Referred customers close larger sales, create positive expectations, and breed exponential growth as each referral generates more referrals. Word-of-mouth marketing remains the most effective sales channel.
- [Checklist Manifesto – Summary & Key Points](https://tallyfy.com/checklist-manifesto/): Boeing B-17 crash in 1935 happened when an experienced pilot forgot a simple routine step, causing the plane to stall and burst into flames at Wright Field, sparking the checklist revolution. Atul Gawande's 2009 book argues checklists create both discipline and creativity: by taking essential steps off your mind, you free mental space to concentrate and become more creative.
- [More members onboarded and outcomes improved by 50%](https://tallyfy.com/api-track-member-onboarding-client-onboarding-process/): 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.
- [The Process Collaboration Pair Makes Great Organizational DNA](https://tallyfy.com/process-collaboration-pair-makes-great-organizational-dna/): Process and collaboration form organizational DNA when properly intertwined. Collaboration provides access to skills, accelerates innovation, and enables scaling, while processes give structure and direction. Together they create efficient workflows that empower employees and drive job satisfaction without overwhelming bureaucracy.
- [Task vs Project vs Process Management – Which Is Right For You?](https://tallyfy.com/task-vs-project-vs-process-management/): Learn the key differences between task, project, and process management and discover which approach is right for your business needs. Understand when to use each method for optimal efficiency and results.
- [Outsourced service provider offers their clients visibility into service for the first time](https://tallyfy.com/outsourced-service-client-facing-account-payables-process/): Segue Partners, an outsourced accounting firm, uses Tallyfy to give their clients visibility into accounts payable processes for the first time. The platform enables secure client collaboration through guest users, automates approvals without email pain, and maintains audit-ready archives of all transactions. Clients became comfortable with Tallyfy in minutes thanks to its intuitive interface.
- [Tallyfy helps the Opera Theatre of St. Louis complete approvals 60% faster](https://tallyfy.com/opera-theatre-of-st-louis-faster-approvals/): 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.
- [Policy Management: What Is It and Why Is It Important?](https://tallyfy.com/policy-management/): When policies scatter across documents, spreadsheets, emails, file shares, and hard drives, organizations face redundancy, poor visibility, out-of-sync files, and overwhelming complexity. Mismanaged policies introduce legal liability used against organizations in criminal, civil, and regulatory proceedings. Without single source of truth and coordinated strategy for development, maintenance, communication, attestation, and training, organizations cannot defend themselves.
- [6 Ways to Improve Employee Adoption of Business Process Management Tools](https://tallyfy.com/employee-adoption-business-process-management-tools/): Business process management tools are growing in popularity among organizations that seek to increase productivity, lift revenue, and improve both the efficiency and effectiveness of processes. Unfortunately, the implementation of new technology is often met by a common barrier as a certain percentage of employees will always struggle to adapt.
- [5 Ways to Reduce Waste and Build Lean Business Processes](https://tallyfy.com/5-ways-reduce-waste-build-lean-business-processes/): Building lean processes requires standardized, trackable workflows before optimization. Learn how to eliminate the 8 modern wastes, implement 1% daily improvements, and create continuous improvement cultures that actually stick in knowledge work environments.
- [Using Adaptive Case Management for Customer Success](https://tallyfy.com/adaptive-case-management/): Cyclops Vapor refused to reverse a bottle cap change despite customer complaints - ordered expensive automated machinery instead. This rigid workflow thinking kills relationships. Adaptive case management means giving employees real autonomy to create custom resolutions, not just choose pre-determined paths. Ritz-Carlton proves it works: employees proactively tilt TVs, place remotes on trays, and offer fresh coffee without being asked.
- [Workflow vs Business Process Management – What](https://tallyfy.com/workflow-business-process-management/): Understand the key differences between workflow management and business process management. Workflow focuses on people and roles while BPM optimizes end-to-end processes. Learn when to use each approach, how they complement each other to improve organizational efficiency, and which resources are most appropriate for your goals.
- [Improve Investment Compliance Through Process Management](https://tallyfy.com/investment-compliance/): Every hedge fund trade involves placing orders, execution, confirmation, and payment across portfolio managers, brokers, and counterparties, with approval workflows minimizing reconciliation discrepancies. After Madoff and Lehman Brothers incidents, no single individual should control cash movement - at least two agents must sign off on fund transfers to prevent Ponzi schemes and fraudulent activity. Automated reporting maintains investor confidence through monthly net asset value reports.
- [Essential Guide to Healthcare Process Management](https://tallyfy.com/healthcare-process-management/): Healthcare process management requires focused improvement on critical processes rather than managing staff. This guide applies proven principles to healthcare, covering data-driven decision making, process-first thinking, and continuous improvement strategies for better patient care and operational efficiency.
- [Employee Onboarding – The Stakes Are High](https://tallyfy.com/employee-onboarding-stakes-high/): Poor onboarding costs US and UK companies $37 billion annually because employees lack understanding of their jobs. SHRM reports 50% turnover within 18 months, yet structured onboarding makes employees 58% more likely to stay three years. The first 90 days determine long-term retention. Georgia State research shows this probationary period is critical for building rapport with company and coworkers.
- [How to Optimize and Improve Insurance Workflows](https://tallyfy.com/insurance-workflow/): Harvard Business Review reports well-designed digitization programs can cut insurance costs by 65% and reduce turnaround time by 90%. ZS Associates found agents value speed over commission rates - the fastest carriers earned 30%+ market share despite working with 12 carriers each. Most companies digitized content but never integrated systems, forcing staff to coordinate fragmented information manually.
- [The Complete Guide to Digital Transformation](https://tallyfy.com/digital-transformation/): Digital transformation inverts traditional IT by putting people first, not technology. Five guiding principles enable businesses to adapt quickly, empower employees, support mobility, and embed security seamlessly. Cloud computing and mobile devices drive this shift from inside-out control to outside-in empowerment.
- [Service Design Software and Why You Need It](https://tallyfy.com/service-design-software/): Service design thinking centers on five core principles from Marc Stickdorn's seminal work: user-centered approach beyond expert-only perspectives, co-creative involvement of diverse actors, three-step sequencing through pre/actual/post-service periods, evidencing through tangible and digital touchpoints, and holistic analysis of alternative sequences. Personalized approaches build trust and long-term brand loyalty beyond generic offers and unwanted emails.
- [Customer Churn: Definition and 6 Ways to Reduce It](https://tallyfy.com/reduce-customer-churn-process-management/): Reducing churn by just 5% can boost profits 25-125%. McKinsey found U.S. wireless carriers could increase earnings 9.9% by reducing customer churn. HubSpot kept 33% of unhappy customers through monthly reviews, while Mention reduced support time 50% by prioritizing clients and batching tickets by timezone.
- [Client Management Software – Benefits & Use-Cases](https://tallyfy.com/client-management-software/): Client management requires two critical but different timing needs: compliance (like Know Your Customer regulations) demands ASAP action on profiles and billing systems, while reinforcing client enthusiasm requires optimal positioning timing, not necessarily the fastest, to avoid churn. Multiple departments (customer service, legal, accounts, shipping, support, billing) create complexity that paper, spreadsheets, or email cannot handle reliably.

## All Pages

- [Home](https://tallyfy.com/)
- [About Tallyfy](https://tallyfy.com/about-tallyfy/)
- [Account Closure Request Form](https://tallyfy.com/account-closure-request-form/)
- [Agilepoint Alternative](https://tallyfy.com/agilepoint-alternative/)
- [Airtable Alternative](https://tallyfy.com/airtable-alternative/)
- [Amit](https://tallyfy.com/amit/)
- [Appian Alternative](https://tallyfy.com/appian-alternative/)
- [Aris Alternative](https://tallyfy.com/aris-alternative/)
- [Asana Alternative](https://tallyfy.com/asana-alternative/)
- [Auraquantic Alternative](https://tallyfy.com/auraquantic-alternative/)
- [Basecamp Alternative](https://tallyfy.com/basecamp-alternative/)
- [Bitrix24 Alternative](https://tallyfy.com/bitrix24-alternative/)
- [Bizagi Alternative](https://tallyfy.com/bizagi-alternative/)
- [Blueworks Alternative](https://tallyfy.com/blueworks-alternative/)
- [Bonita Alternative](https://tallyfy.com/bonita-alternative/)
- [Booking](https://tallyfy.com/booking/)
- [Bplogix Alternative](https://tallyfy.com/bplogix-alternative/)
- [Business Process Analysts](https://tallyfy.com/business-process-analysts/)
- [Camunda Alternative](https://tallyfy.com/camunda-alternative/)
- [Canva Alternative](https://tallyfy.com/canva-alternative/)
- [Capitalone](https://tallyfy.com/capitalone/)
- [Careers](https://tallyfy.com/careers/)
- [Cflow Alternative](https://tallyfy.com/cflow-alternative/)
- [Clickup Alternative](https://tallyfy.com/clickup-alternative/)
- [Cognito Forms Alternative](https://tallyfy.com/cognito-forms-alternative/)
- [Components](https://tallyfy.com/components/)
- [Confluence Alternative](https://tallyfy.com/confluence-alternative/)
- [Contact](https://tallyfy.com/contact/)
- [Customers](https://tallyfy.com/customers/)
- [Decisions Alternative](https://tallyfy.com/decisions-alternative/)
- [Demo](https://tallyfy.com/demo/)
- [Differences](https://tallyfy.com/differences/)
- [Document 360 Alternative](https://tallyfy.com/document-360-alternative/)
- [Features](https://tallyfy.com/features/)
- [Flokzu Alternative](https://tallyfy.com/flokzu-alternative/)
- [For Ai](https://tallyfy.com/for-ai/)
- [Genpact Cora Alternative](https://tallyfy.com/genpact-cora-alternative/)
- [Google Forms Alternative](https://tallyfy.com/google-forms-alternative/)
- [Govcloud](https://tallyfy.com/govcloud/)
- [Guidecx Alternative](https://tallyfy.com/guidecx-alternative/)
- [Integrations](https://tallyfy.com/integrations/)
- [Jotform Alternative](https://tallyfy.com/jotform-alternative/)
- [K2 Alternative](https://tallyfy.com/k2-alternative/)
- [Kantata Alternative](https://tallyfy.com/kantata-alternative/)
- [Kissflow Alternative](https://tallyfy.com/kissflow-alternative/)
- [Maintenance](https://tallyfy.com/maintenance/)
- [Mendix Alternative](https://tallyfy.com/mendix-alternative/)
- [Microsoft Forms Alternative](https://tallyfy.com/microsoft-forms-alternative/)
- [Microsoft Project Alternative](https://tallyfy.com/microsoft-project-alternative/)
- [Monday Alternative](https://tallyfy.com/monday-alternative/)
- [Newgen Alternative](https://tallyfy.com/newgen-alternative/)
- [Newsletter](https://tallyfy.com/newsletter/)
- [Nextmatter Alternative](https://tallyfy.com/nextmatter-alternative/)
- [Nintex Alternative](https://tallyfy.com/nintex-alternative/)
- [No Documents Please](https://tallyfy.com/no-documents-please/)
- [No Flowcharts Please](https://tallyfy.com/no-flowcharts-please/)
- [Notion Alternative](https://tallyfy.com/notion-alternative/)
- [Nutrient Workflow Alternative](https://tallyfy.com/nutrient-workflow-alternative/)
- [Onramp Alternative](https://tallyfy.com/onramp-alternative/)
- [Oracle Bpm Alternative](https://tallyfy.com/oracle-bpm-alternative/)
- [Partner Directory](https://tallyfy.com/partner-directory/)
- [Partners](https://tallyfy.com/partners/)
- [Pega Alternative](https://tallyfy.com/pega-alternative/)
- [Pipefy Alternative](https://tallyfy.com/pipefy-alternative/)
- [Press And Media Kit](https://tallyfy.com/press-and-media-kit/)
- [Pricing](https://tallyfy.com/pricing/)
- [Process Street Alternative](https://tallyfy.com/process-street-alternative/)
- [Processkit Alternative](https://tallyfy.com/processkit-alternative/)
- [Processmaker Alternative](https://tallyfy.com/processmaker-alternative/)
- [Qntrl Alternative](https://tallyfy.com/qntrl-alternative/)
- [Request Blueprint](https://tallyfy.com/request-blueprint/)
- [Return On Investment](https://tallyfy.com/return-on-investment/)
- [Rocketlane Alternative](https://tallyfy.com/rocketlane-alternative/)
- [Servicenow Alternative](https://tallyfy.com/servicenow-alternative/)
- [Sharepoint Alternative](https://tallyfy.com/sharepoint-alternative/)
- [Signavio Alternative](https://tallyfy.com/signavio-alternative/)
- [Slack Workflow Alternative](https://tallyfy.com/slack-workflow-alternative/)
- [Smartsheet Alternative](https://tallyfy.com/smartsheet-alternative/)
- [Sorry](https://tallyfy.com/sorry/)
- [Status](https://tallyfy.com/status/)
- [Submit Rfp Bpm Workflow Solution](https://tallyfy.com/submit-rfp-bpm-workflow-solution/)
- [Sweetprocess Alternative](https://tallyfy.com/sweetprocess-alternative/)
- [Tallyfy Spectacularly Easy Workflow Process Management Software](https://tallyfy.com/tallyfy-spectacularly-easy-workflow-process-management-software/)
- [Teamwork Alternative](https://tallyfy.com/teamwork-alternative/)
- [Test Wordpress Components](https://tallyfy.com/test-wordpress-components/)
- [Tettra Alternative](https://tallyfy.com/tettra-alternative/)
- [Thank You](https://tallyfy.com/thank-you/)
- [Tibco Bpm Alternative](https://tallyfy.com/tibco-bpm-alternative/)
- [Trackable Ai](https://tallyfy.com/trackable-ai/)
- [Trainual Alternative](https://tallyfy.com/trainual-alternative/)
- [Trello Alternative](https://tallyfy.com/trello-alternative/)
- [Typeform Alternative](https://tallyfy.com/typeform-alternative/)
- [Unsubscribed](https://tallyfy.com/unsubscribed/)
- [Visio Alternative](https://tallyfy.com/visio-alternative/)
- [Whale Alternative](https://tallyfy.com/whale-alternative/)
- [Wordpress](https://tallyfy.com/wordpress/)
- [Wrike Alternative](https://tallyfy.com/wrike-alternative/)
- [Zoho Projects Alternative](https://tallyfy.com/zoho-projects-alternative/)
- [Blog](https://tallyfy.com/blog/)

## Workflow Templates

Browse 153 free workflow templates:
- **Process Templates**: 134 step-by-step workflow templates
- **Form Templates**: 12 form templates
- **Document Templates**: 7 document templates

Template Categories:
- [All Templates](https://tallyfy.com/templates/): Browse all 153 templates
- [Process Templates](https://tallyfy.com/templates/procedures/): 134 workflow templates
- [Form Templates](https://tallyfy.com/templates/forms/): 12 form templates
- [Document Templates](https://tallyfy.com/templates/documents/): 7 document templates
- [Templates by Industry](https://tallyfy.com/templates/industry/): Browse by industry
- [Templates by Topic](https://tallyfy.com/templates/topic/): Browse by topic

### All Templates

- [A Quick Introduction to Tallyfy](https://tallyfy.com/templates/documents/a-quick-introduction-to-tallyfy/): document template - New to Tallyfy? Anything new can be strange and unfamiliar at first.The good news is - Tallyfy will ...
- [App Integrations](https://tallyfy.com/templates/procedures/app-integrations/): procedure template - Run this process everytime you want to give a basic structure for a "App Integrations" Subject to em...
- [Approval of Credit Letter](https://tallyfy.com/templates/documents/approval-of-credit-letter/): document template - SAMPLE LETTER Bank of Central AmericaSt.Louis, MO. Customer Name Date Subject: Approval of CreditDea...
- [Budgeting Forecasting](https://tallyfy.com/templates/procedures/budgeting-forecasting/): procedure template - Run this process every time you want to outline the organization's long- and short-term financial go...
- [Business Insurance Quotation Form](https://tallyfy.com/templates/forms/business-insurance-quotation-form/): form template
- [Client Content Approval](https://tallyfy.com/templates/procedures/client-content-approval/): procedure template - This blueprint will walk through this flow where the client (guest) is assigned to approve content: ...
- [Client Onboarding](https://tallyfy.com/templates/procedures/client-onboarding/): procedure template
- [CRM Support Ticket Form](https://tallyfy.com/templates/forms/crm-support-ticket-form/): form template
- [Daily/Weekly Tasks](https://tallyfy.com/templates/procedures/dailyweekly-tasks/): procedure template - Use this blueprint to delegate and manage daily and weekly tasks for various departments.All steps i...
- [Employee Onboarding](https://tallyfy.com/templates/procedures/employee-onboarding-procedure/): procedure template - Run this process every time a new employee is being integrated into the company....
- [Employee Onboarding](https://tallyfy.com/templates/procedures/employee-onboarding/): procedure template - With this blueprint, you can onboard a new employee and track tasks such as requesting documents, pr...
- [Employee Onboarding - Pre-Start](https://tallyfy.com/templates/procedures/employee-onboarding-pre-start/): procedure template - With this blueprint, you can onboard a new employee and track tasks such as requesting documents, pr...
- [Exit Interview Form](https://tallyfy.com/templates/procedures/exit-interview-form/): procedure template - EMPLOYEE EXIT INTERVIEWPURPOSE:The intent of this Exit Interview is to ensure that any employee is i...
- [Expense Claim Request](https://tallyfy.com/templates/procedures/expense-claim-request/): procedure template - Use this blueprint to process approvals on expense claims from your employees.Blueprint - Expense Cl...
- [Facebook Ad Creation](https://tallyfy.com/templates/procedures/facebook-ad-creation/): procedure template - This blueprint defines the process of creating a Facebook Ad. With a few edits, you can use this blu...
- [Firewall and Security](https://tallyfy.com/templates/procedures/firewall-and-security/): procedure template - Run this process everytime you want to give a basic structure for a "Firewall & Security" Subject to...
- [Funding Request Form](https://tallyfy.com/templates/forms/funding-request-form/): form template
- [House Buyers Information Checklist](https://tallyfy.com/templates/forms/house-buyers-information-checklist/): form template
- [Internal Purchase Order Request](https://tallyfy.com/templates/procedures/internal-purchase-order-request/): procedure template - Use this blueprint to submit and track approval for purchases required for your business.Take a look...
- [Internal Support Request](https://tallyfy.com/templates/procedures/internal-support-request/): procedure template
- [Issue Tracking](https://tallyfy.com/templates/procedures/issue-tracking/): procedure template - Use this blueprint to better manage issue report and resolve process for your product/app....
- [IT Access Setup](https://tallyfy.com/templates/procedures/it-access-setup/): procedure template
- [Job Requisition Form](https://tallyfy.com/templates/forms/job-requisition-form/): form template
- [Leasing - Tenant Onboarding](https://tallyfy.com/templates/procedures/leasing-tenant-onboarding-procedure/): procedure template
- [Leasing - Tenant Onboarding](https://tallyfy.com/templates/procedures/leasing-tenant-onboarding/): procedure template
- [New Email Campaign](https://tallyfy.com/templates/procedures/new-email-campaign/): procedure template - Use this blueprint to create and track a new email campaign. This process will help you in tracking ...
- [New Hire Orientation](https://tallyfy.com/templates/procedures/new-hire-orientation/): procedure template - Run this process every time a new employee is being oriented into the company...
- [Partner Onboarding](https://tallyfy.com/templates/procedures/partner-onboarding/): procedure template - Use this blueprint to track and manage partner onboarding process. With a few changes, this blueprin...
- [Performance Evaluations](https://tallyfy.com/templates/procedures/performance-evaluations/): procedure template - Run this process any time you want to evaluate employee performance...
- [Plan Regular Events](https://tallyfy.com/templates/procedures/plan-regular-events-procedure/): procedure template - Use this blueprint as a checklist to plan and track preparation for regular events such as team lunc...
- [Plan Regular Events](https://tallyfy.com/templates/procedures/plan-regular-events/): procedure template - Use this blueprint as a checklist to plan and track preparation for regular events such as team lunc...
- [Price Override](https://tallyfy.com/templates/procedures/price-override/): procedure template - Please launch and complete this process every time you override the price of a product/service. This...
- [Pricing Discount Approval](https://tallyfy.com/templates/procedures/pricing-discount-approval/): procedure template
- [Process billing](https://tallyfy.com/templates/procedures/process-billing/): procedure template - Run this process every time you want to start a process billing process...
- [Product Idea](https://tallyfy.com/templates/procedures/product-idea/): procedure template - Use this blueprint to build and track new features/fixes on bugs or a new product design altogether....
- [Product Registration](https://tallyfy.com/templates/forms/product-registration/): form template
- [Product Survey Form](https://tallyfy.com/templates/forms/product-survey-form/): form template
- [Proposal/Contract Review](https://tallyfy.com/templates/procedures/proposalcontract-review/): procedure template
- [Purchase Request SOP](https://tallyfy.com/templates/documents/purchase-request-sop/): document template - Example ProcurementStandard Operating Procedures 1.Title:Standard Requisition2.Policy6130: Purchasin...
- [Refund Authorization Form](https://tallyfy.com/templates/forms/refund-authorization-form/): form template
- [Request for Quotation Form](https://tallyfy.com/templates/forms/request-for-quotation-form/): form template
- [Sales Lead Qualification](https://tallyfy.com/templates/procedures/sales-lead-qualification/): procedure template
- [Sales Order Template](https://tallyfy.com/templates/documents/sales-order-template/): document template - [Company Name] Sales order #[100]Date: [Pick the date] To:[Name][Company Name][Street Address][City,...
- [Sales Proposal Template](https://tallyfy.com/templates/documents/sales-proposal-template/): document template - Sales Proposal -Template To: Customer Name Customer Company Name Company Location From: Acme CorpMan...
- [Social Media Posting](https://tallyfy.com/templates/procedures/social-media-posting/): procedure template
- [Standard Invoice Template](https://tallyfy.com/templates/documents/standard-invoice-template/): document template - [Your Company] [Select Date]Invoice #1234Bill ToShip ToCustomer[Customer Name] [Company]Customer ID#...
- [Trade Shows and Events](https://tallyfy.com/templates/procedures/trade-shows-and-events-procedure/): procedure template - Run this process everytime you want to give a basic structure for a "Trade Shows & Events" Subject t...
- [Trade Shows and Events](https://tallyfy.com/templates/procedures/trade-shows-and-events/): procedure template - Run this process everytime you want to give a basic structure for a "Trade Shows & Events" Subject t...
- [Vacation Request](https://tallyfy.com/templates/procedures/vacation-request-procedure/): procedure template - Use this blueprint to accept, track and approve vacation requests from employees, contractors or fre...
- [Vacation Request](https://tallyfy.com/templates/procedures/vacation-request/): procedure template - Use this blueprint to accept, track and approve vacation requests from employees, contractors or fre...
- [Vacation Request Form](https://tallyfy.com/templates/forms/vacation-request-form/): form template
- [Web Designer Client Questionnaire](https://tallyfy.com/templates/forms/web-designer-client-questionnaire/): form template
- [Website Update](https://tallyfy.com/templates/procedures/website-update/): procedure template - Use this blueprint when you are planning to create a new web page for a client....
- [Weekly/Monthly Reporting](https://tallyfy.com/templates/procedures/weeklymonthly-reporting/): procedure template - Use this blueprint to create and track weekly and monthly reports....
- [Accessing WiFi](https://tallyfy.com/templates/procedures/accessing-wifi/): procedure template - Run this process every time an employee's or guest's device is set up for WiFi connection....
- [Account Reconciliation](https://tallyfy.com/templates/procedures/account-reconciliation/): procedure template - Run this process every time an account is being reconciled...
- [Active Funnels](https://tallyfy.com/templates/procedures/active-funnels/): procedure template - Run this process everytime you want to give a basic structure for a "Active Funnels" Subject to empl...
- [Adjusting Compensation](https://tallyfy.com/templates/procedures/adjusting-compensation/): procedure template - Run this process any time you want to adjust employee compensation...
- [Affiliate Program](https://tallyfy.com/templates/procedures/aliate-program/): procedure template - Run this process everytime you want to give a basic structure for a "Affiliate Program" Subject to e...
- [Annual Planning](https://tallyfy.com/templates/procedures/annual-planning/): procedure template - Run this process everytime you want to create an annual business plan for the company and its employ...
- [Archived Advertisements](https://tallyfy.com/templates/procedures/archived-advertisements/): procedure template - Run this process everytime you want to give a basic structure for a "Archived Advertisements" Subjec...
- [Asking For Referrals](https://tallyfy.com/templates/procedures/asking-for-referrals/): procedure template - Run this process everytime you want to give a basic structure for a "Asking For Referrals" Subject t...
- [Authorized Devices](https://tallyfy.com/templates/procedures/authorized-devices/): procedure template - Run this process everytime you want to give a basic structure for a "Authorized Devices" Subject to ...
- [Background Checks](https://tallyfy.com/templates/procedures/background-checks/): procedure template - Run this process every time you want to start a new employee background check...
- [Bank Deposit](https://tallyfy.com/templates/procedures/bank-deposit/): procedure template - Run this process every time a bank deposit is made...
- [Benefits Administration](https://tallyfy.com/templates/procedures/benefits-administration/): procedure template - Run this process any time you want to create, update and manage employee benefits in an organisation...
- [Billing Insurance](https://tallyfy.com/templates/procedures/billing-insurance/): procedure template - Run this process everytime you want to give a basic structure for a "Billing Insurance" Subject to e...
- [Case Studies](https://tallyfy.com/templates/procedures/case-studies/): procedure template - Run this process everytime you want to give a basic structure for a "Case Studies" Subject to employ...
- [Cash Collection](https://tallyfy.com/templates/procedures/cash-collection/): procedure template - Run this process every time a client cash collection process is initiated...
- [Cash flow management](https://tallyfy.com/templates/procedures/cash-flow-management/): procedure template - Run this process every time you want to run a cash flow management process...
- [Client Personas](https://tallyfy.com/templates/procedures/client-personas/): procedure template - Run this process everytime you want to give a basic structure for a "Client Personas" Subject to emp...
- [Client Visits](https://tallyfy.com/templates/procedures/client-visits/): procedure template - Run this process everytime you want to give a basic structure for "Customer Visits" Subject to emplo...
- [Communication Styles](https://tallyfy.com/templates/procedures/communication-styles/): procedure template - Run this process everytime you want to give a basic structure for Communication Styles Subject to em...
- [Company Culture](https://tallyfy.com/templates/procedures/company-culture/): procedure template - Run this process every time you want to talk about your company's culture and why it's important to ...
- [Company Equipment](https://tallyfy.com/templates/procedures/company-equipment/): procedure template - Run this process everytime you want to give a basic structure for a "Company Equipment" Subject to e...
- [Competitor evaluations](https://tallyfy.com/templates/procedures/competitor-evaluations/): procedure template - Run this process every time you want to carry out a comprehensive market analysis...
- [Complaint Process](https://tallyfy.com/templates/procedures/complaint-process/): procedure template - Run this process every time you want to take your staff through a complaint investigation procedure...
- [Credit Card Payments](https://tallyfy.com/templates/procedures/credit-card-payments/): procedure template - Run this process every time a client wants to run a credit card payment...
- [Current Advertisements](https://tallyfy.com/templates/procedures/current-advertisements/): procedure template - Run this process everytime you want to give a basic structure for a "Current Advertisements" Subject...
- [Customer Escalations](https://tallyfy.com/templates/procedures/customer-escalations/): procedure template - Run this process everytime a customer is not pleased with an employee interaction and wants someone ...
- [Customer Relationships](https://tallyfy.com/templates/procedures/customer-relationships/): procedure template - Run this process every time you want to take employees through customer relationships subject...
- [Customer Testimonials](https://tallyfy.com/templates/procedures/customer-testimonials-procedure/): procedure template - Run this process everytime you want to give a basic structure for "Customer Testimonials" Subject to...
- [Customer Testimonials](https://tallyfy.com/templates/procedures/customer-testimonials/): procedure template - Run this process everytime you want to give a basic structure for "Customer Testimonials" Subject to...
- [Customer/Patient Notes](https://tallyfy.com/templates/procedures/customerpatient-notes/): procedure template - Run this process everytime you want to give a basic structure for a "Customer/Patient Notes" Subject...
- [Decision making hierarchy](https://tallyfy.com/templates/procedures/decision-making-hierarchy/): procedure template - Run this process every time you want to take your employee through the company's decision making hie...
- [Design Standards](https://tallyfy.com/templates/procedures/design-standards/): procedure template - Run this process everytime you want to give a basic structure for a "Design Standards" Subject to em...
- [Device Troubleshooting](https://tallyfy.com/templates/procedures/device-troubleshooting/): procedure template - Run this process everytime you want to give a basic structure for a "Device Troubleshooting" Subject...
- [Direct Mail Campaigns](https://tallyfy.com/templates/procedures/direct-mail-campaigns/): procedure template - Run this process everytime you want to give a basic structure for a "Direct Mail Campaigns" Subject ...
- [Disciplinary Action](https://tallyfy.com/templates/procedures/disciplinary-action/): procedure template - Run this process every time you want to open a disciplinary action against an employee...
- [Discounts and Volume Pricing](https://tallyfy.com/templates/procedures/discounts-and-volume-pricing/): procedure template - Run this process everytime you want to give a basic structure for a "Discounts & Volume Pricing" Sub...
- [Drawing from line of credit](https://tallyfy.com/templates/procedures/drawing-from-line-of-credit/): procedure template - Run this process any time you want to borrow a flexible loan from a bank or financial institution...
- [Drop-Shipping](https://tallyfy.com/templates/procedures/drop-shipping/): procedure template - Run this process every time the company receives a drop shipping order...
- [Estimates](https://tallyfy.com/templates/procedures/estimates/): procedure template - Run this process everytime you want to give a basic structure for a "Estimates" Subject to employees...
- [Filing Workers Compensation](https://tallyfy.com/templates/procedures/filing-workers-compensation/): procedure template - Run this process everytime you want to give a basic structure for a "Filing Workers Compensation" Su...
- [Focus Groups](https://tallyfy.com/templates/procedures/focus-groups/): procedure template - Run this process everytime you want to give a basic structure for "Focus Groups" Subject to employee...
- [Follow-up Procedures](https://tallyfy.com/templates/procedures/follow-up-procedures/): procedure template - Run this process everytime you want to give a basic structure for a "Follow-up Procedures" Subject t...
- [Google Analytics](https://tallyfy.com/templates/procedures/google-analytics/): procedure template - Run this process everytime you want to give a basic structure for a "Google Analytics" Subject to em...
- [Help Desk Requests](https://tallyfy.com/templates/procedures/help-desk-requests/): procedure template - Run this process everytime you want to give a basic structure for a "Help Desk Requests" Subject to ...
- [Inbound Sales](https://tallyfy.com/templates/procedures/inbound-sales/): procedure template - Run this process everytime you want to give a basic structure for "Inbound Sales" Subject to employe...
- [Incentives and Bonuses](https://tallyfy.com/templates/procedures/incentives-and-bonuses/): procedure template - Run this process everytime you want to give a basic structure for a "Incentives & Bonuses" Subject t...
- [Installing From Image](https://tallyfy.com/templates/procedures/installing-from-image/): procedure template - Run this process everytime you want to give a basic structure for a "Installing From Image" Subject ...
- [Interview process](https://tallyfy.com/templates/procedures/interview-process/): procedure template - Run this process every time you want to start an interview process...
- [Inventory Management](https://tallyfy.com/templates/procedures/inventory-management/): procedure template - Run this process every time you want to track inventory...
- [Investor Pitch Deck](https://tallyfy.com/templates/procedures/investor-pitch-deck/): procedure template - Run this process every time you want to give employees advice for creating a strong, thorough, and e...
- [Investor relations](https://tallyfy.com/templates/procedures/investor-relations/): procedure template - Run this process every time you want to take employees through investor relations management subject...
- [Invoice Request Form](https://tallyfy.com/templates/forms/invoice-request-form/): form template
- [Invoicing Client(s)](https://tallyfy.com/templates/procedures/invoicing-clients/): procedure template - Run this process every time an invoice is generated for a client...
- [Keyword Research](https://tallyfy.com/templates/procedures/keyword-research/): procedure template - Run this process everytime you want to give a basic structure for "Keyword Research" Subject to empl...
- [Logins and Passwords](https://tallyfy.com/templates/procedures/logins-and-passwords/): procedure template - Run this process every time you want to share the company's system logins and passwords...
- [Long-Term Financing](https://tallyfy.com/templates/procedures/long-term-financing/): procedure template - Run this process any time you want to finance any big projects in the company...
- [Manager Reviews](https://tallyfy.com/templates/procedures/manager-reviews/): procedure template - Run this process every time you want to write a manager review...
- [Meeting agendas](https://tallyfy.com/templates/procedures/meeting-agendas/): procedure template - Run this process every time you want to take an employee through how to create a meeting agenda...
- [Mission, Vision and Values](https://tallyfy.com/templates/documents/mission-vision-and-values/): document template - FancyBeans Mission, Vision & ValuesOUR MISSION To inspire and nurture the human spirit – one p...
- [New Equipment Purchasing](https://tallyfy.com/templates/procedures/new-equipment-purchasing/): procedure template - Run this process everytime you want to give a basic structure for a "New Equipment Purchasing" Subje...
- [Ordering Business Cards](https://tallyfy.com/templates/procedures/ordering-business-cards/): procedure template - Run this process everytime you want to give a basic structure for a "Ordering Business Cards" Subjec...
- [Ordering Supplies](https://tallyfy.com/templates/procedures/ordering-supplies/): procedure template - Run this process every time you want to order supplies...
- [Outbound Sales](https://tallyfy.com/templates/procedures/outbound-sales/): procedure template - Run this process everytime you want to give a basic structure for "Outbound Sales" Subject to employ...
- [Packaging and Shipping](https://tallyfy.com/templates/procedures/packaging-and-shipping/): procedure template - Run this process every time an order needs to be packaged and shipped...
- [Paid Ad Strategy](https://tallyfy.com/templates/procedures/paid-ad-strategy/): procedure template - Run this process everytime you want to give a basic structure for "Paid Ad Strategy" Subject to empl...
- [Phone and Email Scripts](https://tallyfy.com/templates/procedures/phone-and-email-scripts/): procedure template - Run this process everytime you want to give a basic structure for a "Phone & Email Scripts" Subject ...
- [Picking and Fulfillment](https://tallyfy.com/templates/procedures/picking-and-fulfillment/): procedure template - Run this process every time new customer order(s) have to be picked...
- [Podcast Publishing](https://tallyfy.com/templates/procedures/podcast-publishing/): procedure template - Run this process everytime you want to give a basic structure for a "Podcast Publishing" Subject to ...
- [Preferred Vendor List](https://tallyfy.com/templates/procedures/preferred-vendor-list/): procedure template - Run this process everytime you want to give a basic structure for a "Preferred Vendor List" Subject ...
- [Preparing statements](https://tallyfy.com/templates/procedures/preparing-statements/): procedure template - Run this process every time you want to prepare any type of financial statement...
- [Printing](https://tallyfy.com/templates/procedures/printing/): procedure template - Run this process everytime you want to give a basic structure for a "Printing" Subject to employees...
- [Promotional Materials](https://tallyfy.com/templates/procedures/promotional-materials/): procedure template - Run this process everytime you want to give a basic structure for "Promotional Materials" Subject to...
- [Proposals](https://tallyfy.com/templates/procedures/proposals/): procedure template - Run this process everytime you want to give a basic structure for a "Proposals" Subject to employees...
- [Purchasing approval levels](https://tallyfy.com/templates/procedures/purchasing-approval-levels/): procedure template - Run this process when you want to take your employees through the company's purchasing approval leve...
- [Purchasing Lists](https://tallyfy.com/templates/procedures/purchasing-lists/): procedure template - Run this process everytime you want to give a basic structure for a "Purchasing Lists" Subject to em...
- [Quarterly Planning](https://tallyfy.com/templates/procedures/quarterly-planning/): procedure template - Run this process everytime you want to start the company's quarterly planning...
- [Receiving Deliveries](https://tallyfy.com/templates/procedures/receiving-deliveries/): procedure template - Run this process every time a delivery is being received...
- [Recruiting Talent](https://tallyfy.com/templates/procedures/recruiting-talent/): procedure template - Run this process every time a new employee is being recruited...
- [Remote Access](https://tallyfy.com/templates/procedures/remote-access/): procedure template - Run this process everytime you want to give a basic structure for a "Remote Access" Subject to emplo...
- [Running Payroll](https://tallyfy.com/templates/procedures/running-payroll/): procedure template - Run this process everytime you want to run payroll...
- [Sales Decks](https://tallyfy.com/templates/procedures/sales-decks/): procedure template - Run this process everytime you want to give a basic structure for a "Sales Decks" Subject to employe...
- [Sales Meetings](https://tallyfy.com/templates/procedures/sales-meetings/): procedure template - Run this process everytime you want to give a basic structure for a "Sales Meetings" Subject to empl...
- [Sales Tax](https://tallyfy.com/templates/procedures/sales-tax/): procedure template - Run this process everytime you want to give a basic structure for a "Sales Tax" Subject to employees...
- [Sexual Harassment](https://tallyfy.com/templates/procedures/sexual-harassment/): procedure template - Run this process every time you want to share your company's sexual harassment policy with your team...
- [Social Media Channels](https://tallyfy.com/templates/procedures/social-media-channels/): procedure template - Run this process to provide a description of how the different company social media channels are use...
- [Social Media Policy](https://tallyfy.com/templates/procedures/social-media-policy/): procedure template - Run this process every time an employee is taken through our social media policy and given guideline...
- [Social Media Posting Procedure](https://tallyfy.com/templates/procedures/social-media-posting-procedure/): procedure template
- [Software We Use](https://tallyfy.com/templates/procedures/software-we-use/): procedure template - Run this process everytime you want to give a basic structure for a "Software We Use" Subject to emp...
- [Standardized Pricing](https://tallyfy.com/templates/procedures/standardized-pricing/): procedure template - Run this process everytime you want to give a basic structure for a "Standardized Pricing" Subject t...
- [Termination Process](https://tallyfy.com/templates/procedures/termination-process/): procedure template - Run this process every time you want to start an employment termination process...
- [The Company Blog](https://tallyfy.com/templates/procedures/the-company-blog/): procedure template - Run this process everytime you want to give a basic structure for "The Company Blog" Subject to empl...
- [Trash and Recycling](https://tallyfy.com/templates/procedures/trash-and-recycling/): procedure template - Run this process every time one wants to trash or recycle an item...
- [Up-sells and Down-sells](https://tallyfy.com/templates/procedures/up-sells-and-down-sells/): procedure template - Run this process everytime you want to give a basic structure for a "Up-sells and Down-sells" Subjec...
- [Upgrade Schedule](https://tallyfy.com/templates/procedures/upgrade-schedule/): procedure template - Run this process everytime you want to give a basic structure for a "Upgrade Schedule" Subject to em...
- [Using Our CRM](https://tallyfy.com/templates/procedures/using-our-crm/): procedure template - Run this process everytime you want to give a basic structure for a "Using Our CRM" Subject to emplo...
- [Video Editing](https://tallyfy.com/templates/procedures/video-editing/): procedure template - Run this process everytime you want to give a basic structure for a "Video Editing" Subject to emplo...
- [Webinars](https://tallyfy.com/templates/procedures/webinars/): procedure template - Run this process everytime you want to give a basic structure for a "Webinars" Subject to employees...
- [Website Content Approval](https://tallyfy.com/templates/procedures/website-content-approval/): procedure template
- [Work Samples](https://tallyfy.com/templates/procedures/work-samples/): procedure template - Run this process everytime you want to give a basic structure for a "Work Samples" Subject to employ...

## Documentation

For complete product documentation:
- [Product Documentation](https://tallyfy.com/products/llms.txt): Links to all product docs
- [Full Documentation Content](https://tallyfy.com/products/llms-full.txt): Complete documentation with full content

## Product Information

- **Platform**: AI-powered workflow management software
- **Key Features**: Process automation, document management, SOP templates, approval workflows
- **Target Users**: Teams and businesses that need to manage repeatable processes
- **Security**: SOC 2 Type II compliant, bank-grade security

## Topics We Cover

- Workflow Automation
- Business Process Management
- Standard Operating Procedures (SOPs)
- Approval Workflows
- Process Documentation
- Task Management
- Team Collaboration
- Process Improvement

## Social Media

- [LinkedIn](https://www.linkedin.com/company/tallyfy/): Follow Tallyfy on LinkedIn

## External Links

- [Schedule a Demo](https://tallyfy.com/meeting/): Book a demo with our team

## Metadata

- **Generated**: 2025-12-22T23:06:13.738Z
- **Total Posts**: 369
- **Total Pages**: 99
- **Total Templates**: 153
- **Format**: llms.txt v1.0 (links only)
- **Full Content**: [/llms-full.txt](https://tallyfy.com/llms-full.txt)
- **Source**: https://tallyfy.com