Changing the process
Tallyfy was tired of the old way of doing things. For as long as he could remember, Amit Kothari had worked at companies where the onboarding process was an absolute nightmare. “Who’s doing what?”, “What’s up next?”, and “Has anyone updated the client?” were questions he’d heard too many times for comfort. There had to be a better way of onboarding team members and clients to projects.
Evolving the onboarding game
After seeing a need for improvement, Kothari and his team created Tallyfy, which helps people document, automate, and track recurring workflows that you’d see in any onboarding strategy.
Within Tallyfy you can create a blueprint for your onboarding process that can be reused. Meaning, once you create it, that process doesn’t go away, can be recycled for new clients and hires, and will improve as your business grows.
As a tech company, we were growing really quickly. We also have this remote workforce all over the place, so we needed a way to record time, account for time, and use that tracked time to bill clients.
Amit Kothari/ Co-founder of Tallyfy
Growing quickly
Tallyfy saw their clients’ approval processes shrinking and numbers increasing as theirs did, which began to create a problem. With an entirely remote workforce, they were losing track of their employees’ time and finding it harder to accurately pay them for all the work they were doing. Additionally, they didn’t have an easy time onboarding new team members. They needed to find an employee management solution that not only worked with their existing process, but one that their team could use no matter where they were.
Needing a solution
Tallyfy needed a program that not only solved their problems but also aligned with their philosophies as a company. They believed that work should both be challenging but shouldn’t interfere with their employees’ lives, which is why they chose to be a remote company. In the same vein, they believe that the future of work is in one's ability to work autonomously without too much hand-holding.
They needed a solution that both fixed their miscommunications company-side, but also a brand they could stand behind. They found both of these in Hubstaff.
