Tallyfly presentation from London AUG

1. Tallyfy
hello@tallyfy.com
Make your business processes
easier, more efficient & flexible
Amit Kothari, CEO · Pravina Pindoria, Strategy
This is a vision of a plugin that we intend to build to complement
Confluence, and we really need your feedback

2. Tallyfy
Do non-technical staff understand this, 100%?
Even worse - do people actually follow processes?

3. Tallyfy
End users find processes scattered and complex.
Tools are inflexible, needing expensive training.
Conversations surrounding processes are messy.
?
Executives cannot measure processes and outcomes.
To make decisions and build strategies, they need
accurate + real-time data.
Problems facing critical processes today
Managers & even customers cannot track progress,
problems or delays as they happen. Reporting is a
burden. Process improvement is non-existent.

4. Transform critical checks into simple, easy checklists
End-users can now see a simple way to
prevent avoidable errors and save time

5. Tallyfy
Here is a single step within a Tallyfy checklist.
Do it. See rationale. Report problem. Improve. Set rules. Capture data.

6. Real-time task distribution - based on individual responsibilities
Everyone, even external customers, sees a personalised, real-
time view for their role in a process - removing complexity.
We reduce workflows into distributed tasks.

7. Track and manage critical processes – in real-time
Managers can track compliance and manage by
exception - in real-time, on any device

8. Crowd-source process improvement from everyone
Track and rank individual performance.
Tallyfy enables Kaizen measurement, for the first time.

9. Crystal clear, real-time analytics to enable decision making
Executives see visual, valuable metrics to make
strategic decisions and gauge real ROI

10. Tallyfy
Combine collaboration & structured processes, for the first time!

11. Tallyfy
Checklist editing is easy. Integrate rules, with zero IT knowledge

12. Tallyfy
When starting a run, select which steps you want done. Total
flexibility to handle work which isn’t the same every time.

13. Confluence is the world’s best wiki - fact.
But wikis are document-oriented - not process-driven.

14. Tallyfy
Documents are just artefacts in a process
Highly
structured
business
processes
Unstructured
conversations,
collaboration &
co-editing

15. Confluence has tasks and notifications
Recurring processes need much more …
– Scheduling and repeating
– Role permissions
– Capturing information
– If This Then That rules
– Reporting problems
– Crowd-sourcing process
improvements
– Rationale for tasks
– Measurement/analytics

16. Our vision is to make “checklists on steroids” a first
class object in Confluence

17. Tallyfy
We want Confluence to become a
proper tool for processes/compliance
!
✓ Checklists prevent avoidable errors
✓ Checklists generate consistent outcomes
✓ No need to chase and track all the time
✓ When you have recurring compliance
processes, combine Tallyfy with Confluence
✓ Can Confluence become equipped to
handle business processes?

18. We need your ideas for JIRA too
Could Tallyfy enforce micro-tasks between JIRA states?

19. Tallyfy
But aren’t checklists removing
creativity and innovation?
!
✓ Checklists prevent avoidable errors
✓ Checklists generate consistent outcomes
✓ No need to chase and track all the time
✓ This leaves more time for innovation
✓ To encourage innovation, process
improvement can be made anonymous
✓ Checklist can be quickly updated
NO

20. Tallyfy
Collaboration
Map social to processes
Cloud & mobile
Work anytime, anywhere
ERP & BPM
Make data clear & usable
Niche software (LOB)
Connect into processes
Industry
specific
Link or
integrate
to any
system
Choose cloud or
on-premise
with SLA-backed
support + services

21. Tallyfy
An example plugin for Oracle - on their app store

22. Tallyfy
Trust Tallyfy Leverage IT assets
Easy, clear tools
drive profitability
Secure & easy
integration with
zero training
Retain rich enterprise
features, but add usability
and clarity
Modern, real-time
monitoring for your most
valuable processes

23. “
”
Tallyfy has the right attitude for the
new way of creating business
solutions so the technology is not
in the way of the experience.
Andrew Woolfson, Head of Knowledge Management
RPC - a leading law firm in the City of London

24. Tallyfy
CLIENTS PARTNERS
Let’s talk about process
mapping and pilots
Let’s discuss professional
services and % share on
any licensing deals
Our vendor partnerships: We have government funding:
What next?

25. If you like checklists on steroids we
want to build this with your help!
!
Amit Kothari, CEO
tallyfy.com · hello@tallyfy.com
+44 7949 944 154