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Tallyfy

Name: Tallyfy
Rating: 4.5 (2 reviews)

By Tallyfy

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Highlights : About Tallyfy

Maintains all company workflows, processes and procedures

Configurable workflows & processes

Manages compliance policy of the company

Configurable dashboard

Real-time notifications

Process analysis

About Tallyfy

Tallyfy is a cloud-based workflow management tool that helps users define, manage and execute repeatable business processes. It is suitable for businesses of all sizes across a range of industries. Tallyfy offers a visual workflow builder that lets users define required actions and data uploads for each step of the process using a checklist-style interface. If data entry or file uploads are required to complete a step, that information is passed along to the next individual in the workflow. Conditional and decision logic can also be incorporated into a workflow Workflow processes can also be triggered using input from other applications, such as Zapier, Basecamp, Zoho, Skype, Salesforce and more. Permissions management allows administrators to determine who can access specific Tallyfy features. Other features include HotDocs integration, CSV export capabilities, reporting tools and audit trails. Support is offered through live chat and online ticketing. Pricing is per user per month.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Business Rules Management

Collaboration

Process Modeling & Design

Action audit trail

Manages compliance policy of the company

Configurable workflows & processes

Maintains all company workflows, processes and procedures

Data mapping

Asset management

Process event tracking

Process forms management

Process lifecycle management

Process analysis

Internal process mapping

Real-time notifications

Two-factor authentication

Alerts

Authentication & security

Configurable dashboard

Process capturing

Approval process control

Benefits

Tallyfy transforms processes taken from a complex system or paper/documents into actionable and user friendly checklists.

The master process builder requires no training to operate it, while the Power Builder allows importing hundreds of steps from existing documents at once. It helps organizations streamline their business processes like client on-boarding, compliance checks and sales. Users can track multiple business processes using the business management module and view progress on a dashboard, which provides real-time visibility and helps ensure continuous improvement.

If offers real-time visibility and control by allowing to track progress on any device in real-time

Ensuring that users don’t miss anything. It enhances accountability and ensures continuous improvement and efficiency. Not only it is easy to use, it’s also scalable according to business needs and ensures consistency and reliability. It eliminates the guesswork through its real metrics on bottlenecks, giving your business a real competitive advantage.

Staff can configure user access based on their organizational role and allow customization according to security constraints and policies of the organization.

Two-factor authentication as well as password complexity is also available to enhance data security. The software allows users to crowd-source recommendations for improvement and helps develop efficient business processes. It provides organization with tools to timely identify bottlenecks and offers real-time user processes tracking. It provides users with all the insightful data they need to make better and more informed decisions in order to stay competitive. In a nutshell, the software works well to simplify, track, measure and improve processes and helps achieve business excellence.

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