Workflow skills. Without the bills.
Whether you’re embarking on a digital transformation or just need help with mapping and launching one use case – our professional services team can get you excellent outcomes.
Tailored professional services
- Dedicated account manager. An expert who will know your needs inside and out.
- Mapping your process(es). We make sure you have all the right steps and everyone agrees.
- Optimizing your process(es). We make sure the process is as efficient and scalable as possible.
- Create your Tallyfy template. We use AI to generate a template.
- Testing and piloting. We can help you define a pilot, a business case, ROI metrics and more.
- Systems and integration. We evaluate your current systems and propose integration methods.
- Change management and training. We facilitate launch, change and ROI for you.
Automate your recurring processes in minutes 💪
Assign, automate, track and train in one, beautiful system. It's amazingly easy and deliciously powerful.
Track the status of your workflows in real-time
Where can you begin?
Marketing 
- Inbound campaign requests
- Structured feedback from sales
- Creative approval and QA
Support 
- High touch client onboarding
- Structure feedback to R&D
- Playbooks to triage FAQ's
Finance 
- Purchase requests and approvals
- Accounts receivable & payable
- Vendor or supplier onboarding
HR 
- Self-service orientation
- Structure talent requests
- Promotion requests
R&D 
- Structure incoming issues
- Product quality assurance cycles
- Product release processes
IT 
- Triage tickets to playbooks
- Merge DevOps to everyone
- Asset re-assignment
Sales 
- Lead qualification or enrichment
- Quote to Contract to Close
- Customer handover to operations
Analysts 
- Structure and deliver audits
- Train AI with human-in-the-loop
- Request to BI to Insights
Operations 
- Make SOP's useful
- Crowdsource know-how
- Deliver "one source of truth"
Need help? Schedule a chat below.