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 blueprint. We utilize advanced features and get it right.
- 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.
TALLYFY IS THE LEADING WORKFLOW AND PROCESS MANAGEMENT SOFTWARE FOR MODERN TEAMS
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Assign, automate, track and train in one, beautiful system. It's amazingly easy and deliciously powerful.
Start automating workflows now with your free 14-day trial of Tallyfy
Where can you begin?
![](https://tallyfy.com/wp-content/uploads/information_flow.png)
Marketing ![](data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%2038%2046%22%3E%3C/svg%3E)
- Inbound campaign requests
- Structured feedback from sales
- Creative approval and QA
Support ![](data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%2046%2046%22%3E%3C/svg%3E)
- High touch client onboarding
- Structure feedback to R&D
- Playbooks to triage FAQ's
Finance ![](data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%2046%2046%22%3E%3C/svg%3E)
- Purchase requests and approvals
- Accounts receivable & payable
- Vendor or supplier onboarding
HR ![](data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%2042%2042%22%3E%3C/svg%3E)
- Self-service orientation
- Structure talent requests
- Promotion requests
R&D ![](data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%2046%2044%22%3E%3C/svg%3E)
- Structure incoming issues
- Product quality assurance cycles
- Product release processes
IT ![](data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%2042%2046%22%3E%3C/svg%3E)
- Triage tickets to playbooks
- Merge DevOps to everyone
- Asset re-assignment
Sales ![](data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%2046%2044%22%3E%3C/svg%3E)
- Lead qualification or enrichment
- Quote to Contract to Close
- Customer handover to operations
Analysts ![](data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%2048%2042%22%3E%3C/svg%3E)
- Structure and deliver audits
- Train AI with human-in-the-loop
- Request to BI to Insights
Operations ![](data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%2040%2046%22%3E%3C/svg%3E)
- Make SOP's useful
- Crowdsource know-how
- Deliver "one source of truth"