17 articles in this category
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.
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.
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.
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.
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.