by Amit Kothari
Workflows and BPM
How to Automate Business Processes – Complete Guide

Business Process Automation refers to the use of technology to automate business processes or different business workflows. Automating processes is an essential part of the longevity and efficiency of a business today. When the Japanese...

by Amit Kothari
Workflows and BPM
Trello vs Wrike – The Right Tool for Project Management

Proper project management can be one of the cornerstone factors determining the performance and efficiency of a project regardless of its scale, scope-of-work or end-goal. For this reason, it is highly essential that anyone in...

by Amit Kothari
Process Improvement
How to Do Pareto Chart Analysis [Practical Example]

The Pareto chart analysis is a statistical graphical technique used to map and rank business process problems starting from the most frequent to the least frequent with the ultimate goal of focusing efforts on the...

by Amit Kothari
Project Management
How to Succeed With Project Planning: Step-by-Step Guide

Project planning is a phase of the project management process, through which scopes, goals, timelines, resources, and costs are specified. It is an essential aspect of the lifecycle of a product and is directly linked...

by Amit Kothari
Software Reviews
Asana vs Trello: Clash of the Project Management Tools

Project management is a complex and often tedious process that can be handled a lot easier with the right tools. If you manage to find a tool that works for you, you’ll start seeing improvements...

by Amit Kothari
Workflows and BPM
Enterprise BPM Pricing – The Hidden Ugly Truth

Business Process Management Software, also known as BPMS, is a tool used for analyzing, tracking, managing, and improving business processes. By creating digital models of your processes, every single step becomes trackable. In turn, this...

by Thomas Palumbo
Tallyfy Case Studies
British agency scales after systemizing their business in Tallyfy

What was the core problem you wanted to solve? At the end of November 2018, I unexpectedly fell ill and was diagnosed with a brain tumor. My perspective in all areas of my life changed....

by Thomas Palumbo
Tallyfy Case Studies
Telehealth company optimizes patient workflows using Tallyfy
by Amit Kothari
Workflows and BPM
Swim Lane Diagram: What is it and How to Create One?

A Swim Lane diagram is a process flowchart that allows you to visually distinguish duties and responsibilities, as well as sub-processes within these business processes. The swim lane diagram first surfaced in the ’60s. Like...

by Sonia Pearson
Workflows and BPM
Value Chain Analysis: What it is and How to Use it

There are many ways to analyze a business, but one of the most useful methods is the value chain analysis. In simple terms, it involves looking at every activity that your business engages in. Some of...

by Sonia Pearson
Process Improvement
Types of Business Processes Explained: A Full Guide on Business Processes

The word business process is used everyday in various business scenarios. Business after all, has such a wide variety of applications. As such, the range of business processes has become vaster and vaster each day....

by Thomas Palumbo
Tallyfy Case Studies
Web development agency chooses Tallyfy for web project management

What was the core problem you wanted to solve? I did web development and web project management for large corporations and then started off working as a solo freelance graphic designer over 20 years ago....

by Thomas Palumbo
Tallyfy Case Studies
The Mindset Institute uses Tallyfy to automate their digital marketing

What was the core problem you wanted to solve? We wanted to ensure that all of our employees could track and manage daily tasks across all online marketing procedures, such as website backups, website design...

by Thomas Palumbo
Tallyfy Case Studies
How Cowork Inc. Manages Memberships with Tallyfy

What was the core problem you wanted to solve? As a coworking hub operator, when a new member signs up, we need to set each of them up on various systems. We call this the...

by Amit Kothari
Workflows and BPM
How to do Workflow Process Mapping [3 Easy Steps]

Every organization has business processes. How well these processes operate determines the efficiency of your business. To get the most out of your processes, it’s essential to do workflow process mapping. Meaning, you need to...

by Amit Kothari
Community,Customer Success,Sales,
3 Easy Mistakes With A Customer Journey Map

If you’ve never heard of a customer journey map, you’re not alone. It’s a new topic in the business world, only having been introduced in 1999 as a tool to help improve customer experience. Marketing...

by Amit Kothari
Workflows and BPM
How to Map BPMN Patterns and Examples into Tallyfy

First – let’s get some context. BPMN is used by legacy BPM software tools. In today’s age, it’s a great idea to start moving away from BPMN for these very compelling reasons: BPMN is not...

by Amit Kothari
Workflows and BPM
How (and Why) to Document Your Workflows [3 Easy Steps]

Workflows are a very important part of your business. Heck, you could even argue that workflows ARE your business. They’re the repeatable tasks your business has to carry out in order to achieve some business...

by Amit Kothari
Process Improvement
Process Improvement Methodologies – Complete List [6+ Tools]

To stay competitive in your industry, it’s essential to constantly analyze & improve your business processes. This allows your business to operate as efficiently as possible, minimizing your expenses and maximizing profits. Process improvement, however,...

by Amit Kothari
Workflows and BPM
What is BPM Software (BPMS) – A Buyer’s Guide

Business Process Management Software (BPMS) is a type of software that makes it easy to analyze, manage, and improve your business processes. Before we get more into BPMS, though, let’s talk business process management. The...

by Amit Kothari
Workflows and BPM
Process Mapping Tools – Complete List [5+ Tools]

If you want your business to be as efficient as possible, you should constantly analyze and improve your processes. Before you can analyze a process, though, you need to have a very clear understanding of...

by Amit Kothari
Project Management
Lewin’s Change Management Model – Unfreeze, Change, Refreeze

Change is a familiar concept for most businesses today. To keep up with the pace of innovation, organizations should be able to change their direction (strategy, operations, processes, etc.) fast. If you’ve already tried making...

by Sonia Pearson
Workflows and BPM
Six Sigma Green Belt Certification: All You Need to Know

If you’ve been searching for ways to improve business processes, you’re sure to have encountered the term “Six Sigma,” and you may have seen that there are various levels of Six Sigma specialization. There’s also...

by Amit Kothari
Tallyfy Talks
Tallyfy Talks with Dan Howard: On Pharmaceutical Operations at H.D. Smith

Please tell us more about yourself and your role Sure, I’m Dan Howard and I work in pharmaceutical operations at H.D. Smith. We distribute pharmaceuticals to retail, independents, hospital pharmacies, as well as long term...

by Amit Kothari
Project Management
SWOT Analysis – What is it and How to do it

SWOT Analysis is a business tool/technique used as a part of a marketing plan and overall business strategy. It is used to provide a close assessment of the company’s efficiency in dealing with its internal...

by Amit Kothari
Community
Question – Is business process management dying or merely changing?

“Old BPM” is dying because it’s changing and being replaced by “modern BPM”. Here’s what’s causing this replacement: Users are now deciding to buy software by themselves In “old BPM,” it was IT that made...

by Amit Kothari
Tallyfy Case Studies
Taxation, SMSF Auditing and Bookkeeping Firm Chooses Tallyfy for Accounting Workflows

The best way to standardize your processes and tasks. Rajesh Verma – Registered Tax Agent What was the core problem you wanted to solve? We needed an easy way to request and collect documents and...

by Amit Kothari
Tallyfy Talks
Tallyfy Talks with Sam Todd: On School Operations at Peak to Peak Charter School

Tell us about yourself, your role in school operations, and your institution/organization in general? My name is Sam Todd, and I’m the executive director of school operations for Peak to Peak Charter School. Peak to...

by Amit Kothari
Project Management
How to Use the Ansoff Matrix to Analyze Risk

The Ansoff Matrix, also known as the Ansoff product/market Growth Matrix, is a strategic planning tool used to analyze and generate four alternative directions for the strategic development of a business or corporation. In a...

by Sonia Pearson
Workflows and BPM
How to Reach Process Excellence with Lean, Kaizen or BPM

When it comes to managing your business, you’re always striving for maximum efficiency. It’s a given that you want to get most out of it, in terms of productivity, profits, and so on. Is your...