Let’s fight busywork and win
The busywork of knowing who is doing what and when for predictable, repeatable processes is painfully boring and tedious.
Just because there was a doc or flowchart published - doesn’t mean anyone can track where someone is right now in the process, in real-time.
Tracking is the real pain of process. Tracking status gets way more painful when there’s say - 4 people that depend on each other to complete a process. And they all work from home, and at different times of the day.
You shouldn’t have to spend hours every single day manually tracking the status of every process in your company through meetings, emails and tiresome communications.
Tallyfy Pro automatically moves tasks between people and auto-reminds everyone what they need to do and when. It also hides tasks that aren’t necessary.
Configure a template of your process in 5 minutes, even if you have no technical skills.
Here’s how you set and forget processes
This demo covers the basics :)
There's 3 essential things to know
Create a template
Easily build a process template from scratch or with Tallyfy AI to standardize operations and save time. Templates can be procedures or documents. Here’s a screenshot of a template to onboard new customers the right way, every time:
Launch and track processes
Launch a new process using a template (it’s like making a copy of a recipe) - automatically assigning tasks and managing follow-ups and hand-offs. A process is when you’re “using” the template for a specific employee, customer, approval and so on. You can launch many processes from a template. Here’s a view to track the status of processes:
Everyone involved can track every task individually and see what is done and not done.
Improve continuously
You don’t have to keep improving your template - but it’s a really good idea to do so via feedback or brainstorming sessions. People can add feedback on the template itself on Tallyfy using simple comments.
With continuos improvement - your operations will keep getting better and better, and every mistake you learn from will be baked into the template so that you don’t make the same mistake again.
When you make incremental improvements you get significant gains over time, outpacing your competitors and enhancing efficiency. You can’t get compound, incremental, permanent improvements easily with ad-hoc projects and ad-hoc tasks.
Tallyfy specializes in process management - not project management. The difference is huge - because processes are scalable, repeatable, improvable and predictable. Projects are none of those things.
“If you can’t describe what you’re doing as a process, you don’t know what you’re doing” – W. Edwards Deming
Tips to create great procedures
Tips to create great document templates
Tallyfy documents are not designed to download, but to use. You use a document or playbook by launching it.
Customize templates in Tallyfy by marking fields which are editable via the Builder. You can even set default content within editable fields. This means if I someone wants “their own version” of a document - they just launch the template, and either accept the defaults or customize the fields they are allowed to customize with whatever they like.
Edit and view documents on any device with features like re-usable content snippets, automatic translation, and mobile-friendly design.
It’s better than Word or Google Docs or wikis
Tallyfy eliminates the inefficiencies of traditional documents. No more random copies scattered around, and no more giant attachments over email.
You might be able to auto-migrate content between a documentation-only app to Tallyfy. Get in touch with us to talk about this.
It’s better than flowcharts
Flowcharts just don’t compare to Tallyfy FlowTables. They lack instructions, timings and the ability to be easily consumed on mobile devices. Plus, Tallyfy fosters collaboration and creativity for modern teams - not a command-and-control culture with flowcharts.
It’s better than spreadsheets
Upgrade to organized efficiency, control access and stop fighting busywork hell via spreadsheets.