ConceptDraw PROJECT vs. Tallyfy

Getting started - using the Gantt chart to enter tasks in any order and then using those tasks to initially define a MindMap to further explore alternative dependencies. The alternative works better when initiating a project with significant unknowns.

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

• Integration with ConceptDraw Mindmap makes work breakdown very easy.
• We have cross-functional teams where team members often work on different projects in parallel. The multi project management feature has been a blessing over these years.
• Another import feature is the availability of many different predefined report generation templates that made it very easy to communicate different aspects of the project to different stakeholders.

• 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

• Non-intuitive keyboard shortcuts
• No advanced reporting or estimates

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

Online tutorials always available + chat, email and phone. Questions answered promptly and completely.

ConceptDraw has a much simpler licensing and pricing model. Perpetual license and ability to use in offline mode was an important criteria for us. Perfect bundle for small and medium business.

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

Incentivized

• Inexpensive way to present a professional project plan when needed

Incentivized

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

Incentivized