BP Logix Process Director vs. Tallyfy

It simply works great for our applications and requirements!

Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.

Incentivized

• BP Logix Process Director has an extremely easy to use graphical workflow designer.
• Good support for electronic signatures and physical signatures using hardware signature pads.
• Knowledge views and dashboards for easy access to data.

Incentivized

• Easily to collect data to serve any number of purposes.
• We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
• Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
• Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
• Manage the process from one team member to the next, depending on responsibility.

Incentivized

• Having a record of sent emails in a process would be helpful.
• A "scrubber" for PDF names would be helpful. Acrobat does not like to open items with particular characters in a file name.

Incentivized

• I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.

Incentivized

We evaluated 13 vendors when looking for a solution for our finance department. We invited 4 vendors to demo and picked BP Logix in late 2011. Integration was very quick and since we went live January 2012 we deployed three additional processes incorporating our finance, facilities, legal, IT and our operations departments.

I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.

Incentivized

• Process Director has had such a positive impact on our entire organization. Nearly every division and department throughout the whole organization either has working forms and workflows or has requested to have forms and workflows developed.
• The only negative or adverse condition is that we don't have enough development time for all the workflows requested to be developed.

• Streamlined our intake process, leaving far less room for error.
• Also expedited and improved the accuracy of the sales contract process and execution.

Incentivized