by Sonia Pearson
Workflows and BPM
The Importance of User Experience in Business Process Management or BPM

When it comes to creating the right process management system, you could be forgiven for thinking it’s all about that one clear, direct route through a system that users need to learn and get on...

by Sonia Pearson
Process Improvement
How to Choose a Process Improvement Consultant for Your Business

Successful businesses know how effective streamlining and continually improving their processes can be. Safeguarding your bottom line in an ever-changing market requires specialized expertise. It’s no surprise that many organizations are putting more focus on...

by Amit Kothari
Process Improvement
How to Improve Content Marketing Processes

Organizations typically set up processes to generate repeatable, consistent and predictable results with the least amount of friction possible. The approach to improving content marketing processes is no different, analyzing the individual workflows and steps...

by Amit Kothari
Tallyfy Case Studies
Online legal agency serves more clients by reducing service delivery time

Effective Immigration Consulting (EIC) is a nationally recognized agency providing web-based immigration services to thousands of clients in Central America. Tallyfy significantly reduced service delivery time and as a result enabled them to serve more...

by Amit Kothari
Sales
5 Essential Steps to Improve Sales Lead Management

The need to improve sales lead management is ongoing in virtually every business, but especially those with a focus on inbound marketing. Since most B2B companies rank lead acquisition as their primary driver, it makes...

by Amit Kothari
Marketing
10 Steps to Increase Customer Retention

Your existing customers are your company’s lifeline. Consumer researchers such as the Gartner Group have found that roughly 80% of the average company’s future profits will come from 20% of existing clients – so you...

by Amit Kothari
Sales
What is a Prescriptive Sales Process And Why Use It?

You have an excited and motivated sales team. They are passionate about the product and are dedicated to working hard. But there still seems to be some inconsistency with sales numbers, and you’ve also noticed...

by Amit Kothari
Customer Success
Improve Communications to Keep Customers

The bottom line of any business is increasing sales. As a result, many business owners focus on attracting new customers through various means—traditional advertising, digital marketing, inbound marketing etc. This article covers a very important aspect...

by Amit Kothari
Customer Success
Top 7 Use-Cases of Customer Success Software

Customers are the building blocks of any successful business. Without them, a business can’t survive. One of the biggest challenges with maintaining these building blocks is retaining customers. A customer buying a product or service...

by Amit Kothari
Marketing
How To Use Client Referral To Grow Your Business

Every business has the same challenge: Growth. Profits, sales, client base. These are all areas that can plateau and create serious frustration for any business owner or manager. You advertise, you market, but nothing seems to...

by Amit Kothari
Workflows and BPM
How to Automate Your Content Marketing Workflow [5 Easy Steps]

Content marketing processes can be very hectic. There’s a lot of back and forth communication between different departments and teams. Unless you organize all that into a strict procedure, you’re going to be hearing a...

by Amit Kothari
Process Improvement
How to Succeed with Business Process Management for SMBs

Does business process management immediately make you think of large corporate structures? With armies of people working together like clockwork with each cog meshing perfectly with the others? As processes tick through to completion, workflow...

by Amit Kothari
Process Improvement
Six Sigma Process – A Brief Introduction

In an ideal world, companies would be able to run their business with no waste and no customer attrition. Without these bumps in the road, companies could significantly increase their profits. Alas, the world is...

by Amit Kothari
Process Improvement
Continuous Process Improvement – Secrets to Success

The consistent buzz about continuous improvement has been present for more than three decades by now—to the point where it is in danger of becoming a fading background hum. That presents a real danger for...

by Amit Kothari
Workflows and BPM
Quality Assurance Operations – Make Workflow Seamless

With the ever-hastening speed of technology production, software and application development need to be better and faster. But the development aspect is not really the problem. Developers can create with incredible speed. The real problem...

by Amit Kothari
Project Management
Agile Process Management – A Brief Introduction

The speed of software development is ever-hastening. Consumers expect it and companies understand that they are required to fulfill this expectation–if they don’t, someone else will. Because of this demand, software development teams have been...

by Amit Kothari
Process Improvement
10 Steps to Launching a Successful Process Improvement Initiative

A successful process improvement initiative is the key to a company’s ability to maintain an edge over the competition. Unfortunately, many company executives are so fixated on rapid growth and profits that they overlook the importance of...

by Amit Kothari
Workflows and BPM
Why & How Use Content Publishing Workflow Software

Today, content is more important than ever – and by extension – so is content workflow software. Some of the largest publishers in the world have doubled down on their content efforts and are reaping...

by Amit Kothari
Customer Success
Customer Loyalty – 5 Surprising Facts About its Importance

Customer loyalty is one of those key indicators of an enterprise’s success that every executive knows has a significant impact on the company’s bottom line. It seems intuitive: retaining customers provides the opportunity to increase profit—so...

by Amit Kothari
Marketing
10 Reasons Why Customer Referrals Matter

The only way to grow your company and make more money is to increase your sales. It takes a lot of work to make a single sale. With all the work and money involved, you’re...

by Amit Kothari
Workflows and BPM
Checklist Manifesto – Summary & Key Points

In 1935, at the Wright Field in Ohio, the Army Air Force held a tryout among aircraft companies for its new bomber. Boeing entered its B-17. The plane was a complicated one and even though...

by Amit Kothari
Human Resources Management
The Essential Employee Onboarding Process for Employee Retention

“First impressions are lasting impressions.” That’s something my English professor told me the last day of my senior year. It’s kicked around my head for the last 15 years, popping up at every interview and...

by Amit Kothari
Tallyfy Case Studies
More members onboarded and outcomes improved by 50%

VPOIDS is a technology and services company specifically serving non-profits. They use Tallyfy’s robust API to help non-profit organizations manage large volumes of new clients and members get onboarded fast and successfully, and as a result...

by Amit Kothari
Process Improvement
The Process Collaboration Pair Makes Great Organizational DNA

There’s nothing like a double helix to animate an entity, breathe life into it, and help generate objectives and actions. It’s true for fruit flies, human beings, and enterprises. Now, decoding the DNA of animals...

by Amit Kothari
Project Management
Task vs Project vs Process Management – Which Is Right For You?

Do tasks, projects, and processes sometimes seem like one big blur? Never fear, help is at hand. This article on task vs project vs process management will show you which is which. It will also...

by Amit Kothari
Tallyfy Case Studies
Outsourced service provider offers their clients visibility into service for the first time

Segue Partners is a forward-thinking and fast-growing outsourced administrative accounting firm. They use Tallyfy to enable their clients to track their monthly accounts payable processes and automate approvals without the pain of email. Other company staff...

by Amit Kothari
Tallyfy Case Studies
Tallyfy helps the Opera Theatre of St. Louis complete approvals 60% faster

Opera Theatre of St. Louis is an award-winning theatre using Tallyfy to ensure their content approval checks and other core processes are done accurately, consistently and on time. As the general director of Opera Theatre...

by Amit Kothari
Workflows and BPM
Policy Management: What Is It and Why Is It Important?

There are too many departments sending too many policies in different formats. Policy management is buried in documents, spreadsheets and emails. This has many effects: Wasted resourced through redundancy and overlap. Excessive emails, documents and...

by Amit Kothari
Process Improvement
How to Crowdsource Ideas for Process Improvement

For many companies, process improvement is like that multivitamin you’re supposed to take every day, but keep forgetting – even when it’s sitting in front of you. A lot of growing companies are often so...

by Amit Kothari
Workflows and BPM
6 Ways to Improve Employee Adoption of 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...